Boutique wealth management
for high net-worth individuals & families.
Comprehensive financial guidance, built to last for generations.
Simplify the Complexity.
Bauer Heitzmann has decades of experience building, managing, transferring, and protecting wealth.
With our backgrounds in wealth management, entrepreneurship, private equity investments, and family life, we understand how complicated things can get and how important it is to secure your future.
Using innovative investment management techniques, technology, and in-depth financial planning, we simplify the complexity that success inevitably brings.
Users pain points
Make smarter wealth decisions.
With over 100 years of combined experience, we bring expertise from across the gamut of financial disciplines and offer clients a complete suite of tailored wealth management services.
Services
1. Kick off with clarity.
2. One seamless plan, many moving parts.
3. Execution with momentum.
Process
Insights
Fiduciary Standard. How we work for you and only you.
Our mission is simple: to help you grow, protect, and enjoy your wealth. As an independent fiduciary, we are legally and ethically bound to act in your best interest—always. With a fee-only model, we sit on the same side of the table as you—no commissions, no hidden agendas, just guidance that aligns with your wealth, your business, and your legacy.
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