Your Partners for
Values-Driven
Wealth Solutions.
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 services to make your wealth last. More money shouldn't mean more problems.
Welcome from our CEO
Welcome from our CEO
“At Bauer Heitzmann, we provide bespoke, objective financial guidance to our clients that reflects their long-term goals and economic values.”
Stephen Heitzmann
CEO & Managing Partner
Leadership Team
Leadership Team
Stephen Heitzmann MSF, CPWA®, CRPC®
Co-Founder & CEO
stephen@bauerheitzmann.comStephen Heitzmann, is a Certified Private Wealth Advisor® designee who specializes in working with ultra-high-net-worth individuals. He was a Co-founder and CEO of Altruistic Investing, LLC until its acquisition by Bauer Wealth Management, Inc in 2019.
Dan Bauer
Founder & Chief Investment Officer
dan@bauerheitzmann.comDan Bauer is founder and Chief Investment Officer of Bauer Wealth Management. With 28 years on Wall Street and 25 years of portfolio management experience he brings an intimate understanding of portfolio management and all inclusive wealth management.
Management Team
Management Team
We’re looking for passionate and driven finance professionals to join our team. If you have proven experience in independent wealth management and are seeking your next challenge, we want to hear from you.
Contact our team.jpg)
Chris Franz has over 20 years of experience building and scaling high tech, high growth companies. Mr. Franz has founded more than 10 startups focusing on emerging technology, data analytics, SaaS software and data center systems. He has built companies funded by venture capital, angel capital and bootstrapping, running technology organizations with budgets as large as $3.5 billion.
.jpg)
Joe Breakey is the co-founder of Altruistic Investing LLC and serves on the Board of Directors and Executive staff. An entrepreneur and investor from an early age, Joe has over 30 years of executive experience building and growing Fintech companies including one public and one private exit.
.png)
Tristan Smith is an accomplished advisor with a deep understanding of financial markets and a sharp insight into emerging technologies and investment innovations. With a career highlighted by successful portfolio management for high-net-worth clients at Fidelity Investments, Tristan crafts bespoke investment strategies aligned with unique financial goals and risk profiles.
.jpg)
Margaret has been in the technology business for over 25 years holding executive CFO and COO positions. She has been a catalyst of 4 successful acquisitions. She assists and negotiates with VCs and major corporations at all stages of pre and post-acquisition. In her last position as CFO, she was an integral part of the executive team responsible for the successful turnaround of an annuity software company. In her free time; Margaret enjoys biking, hiking, and golfing.
.png){kind=logo}
.jpg){kind=logo}