Modern Wealth Management & Planning.

Comprehensive strategies that coordinate every aspect of your financial life—investments, tax, estate, and beyond—so your wealth works seamlessly for you and your family.

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Personal & Professional Wealth Management:

Independent RIA & Fiduciary

As an independent Registered Investment Advisor, we answer only to you. Our fiduciary duty means every decision is made with your best interest in mind, free from outside influence or hidden agendas.

Clear Results & Returns

Your success is measured by more than market performance. We deliver transparent reporting, actionable insights, and strategies designed to optimize returns while balancing risk for long-term growth.

Premium Service & Protection

Wealth deserves both attention and safeguarding. From proactive guidance to advanced risk management, we provide concierge-level service and strategies to help protect your assets, lifestyle, and legacy.

TRULY INDEPENDENT

Unbiased loyalty to you.

We protect, serve, and reassure our clients and friends with unparalleled perspective, leadership, and service. We are the safeguard for their futures and help them, the most productive people in the world, change lives for the better.

We do this by simplifying the inevitable complexity of success by using cash-flow-based financial modeling. Long-term models that take into account all aspects of our clients’ financial lives help make clear, data-driven decisions in the short term. Most importantly, it provides easy control over an increasingly complex financial world.

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UNRIVALED SERVICE

Concierge wealth management, planning, and proactive strategy.

We’re a small team with a big network and plenty of resources. You and your portfolio will receive first-class priority and spectacular attention to detail. In addition to our concierge-style wealth management service, you’ll receive premium financial planning, exclusive tools/insights, and proactive portfolio management.

Don’t get lost in the shuffle of corporate complexity at other firms, talking to thousands of clients per day. You deserve an advisor with the proper experience, focus, and attention for your portfolio to stay on target.

About Us

Ready to get started?

Meet your own personal advisor to craft your financial future. Our premium wealth management services are currently available to those with investable assets of: $1,000,000+.

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Get In Touch

For common inquiries please review our FAQ page. Use the contact form below to reach out to a Bauer Heitzmann associate by email.

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Common questions about our services.

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What is Wealth Management?

Wealth management is a consultative service provided only to high net-worth individuals that aids in managing investments and other financial services.

Our concierge wealth management service provide far more value than most firms. It includes premium financial planning, exclusive tools/insights, 24/7 Proactive Downside Risk Protection, and limited private deals.

How Do I Know if Wealth Management Is Right for Me?

If your net-worth is more than $250K… You probably need a wealth manager.
If your net-worth is more than $500K… You really need a wealth manager.
If your net-worth is more than $1M… You absolutely need a wealth manager.
Wealth management is for anyone serious about strategically accumulating, investing, and protecting their assets. Even if you don’t meet the net-worth requirements right now – you should start talking with a financial planner set the proper foundation of building wealth.

What does a wealth management firm do?

A wealth management firm helps individuals accumulate, invest, and protect their wealth through the following services:
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1. Wealth & Financial Planning
2. Investment & Portfolio Management
3. Private & Exclusive Offerings
4. Asset & Risk Protection

Why is wealth management important?

Wealth management is important for high-net worth individuals to minimize the total risk, losses, and fees associated with buying/selling/owning/managing high value assets and investments. Some firms focus on promote aggressive growth, but most clients utilize wealth management for risk prevention and protection.

What are the benefits of wealth management?

The most important benefits of Wealth management are:
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1. Minimized fees, costs, losses
2. Professional strategy & long-term vision
3. Private offers, deals, and opportunities
4. Day-to-day Investment & portfolio management
5. Experienced, trustworthy advice

Safeguarding the wealth of the most successful people on Earth.

5755 Mark Dabling Blvd., Suite 245
Colorado Springs, CO 80919

(719) 575-9000

info@bauerheitzmann.com

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© 2025 Bauer Wealth Management Inc, dba Bauer Heitzmann in Colorado Springs. Registered Investment Adviser (CRD#: 152977/SEC#: 801-71090) with the Securities and Exchange Commission. Registration does not constitute an endorsement of the firm by the SEC and does not imply a level of skill or training. Investing of any kind involves risk and may result in loss. Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.