Concierge Wealth Management, Financial Planning, and Investment Strategies

Meet your personal, professional advisor for modern finance solutions:






Simplify the Complexity.

Bauer Heitzmann has decades of experience building, managing 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. We therefore utilize innovative investment management techniques and in-depth financial planning to simplify the complexity that success inevitably brings.

Concierge Wealth Management

Here at Bauer Heitzmann, we create personalized investment plans for wealth management clients. We know that everyone has different financial goals. So we combine decades of experience to strategically invest money based on your objectives and goals.

Financial & Retirement Planning

We utilize cash flow based financial planning techniques to guide decisions and help answer questions around withdrawal strategies, tax optimization plans, and investments strategies .

Private Equity Access

We can offer private equity investments to our qualifying clients. Private Equity Investments are a specialized form of alternative investments for accredited investors and qualified clients. Let us help you qualify!

wealth management for entrepreneurs

Every entrepreneur’s financial situation and goals are different. We help entrepreneurs manage their personal and business financial direction and achieve their goals.

Years of Experience

Over 100+ years of combined experience on the Bauer Heitzmann team!

 Assets under management

Bauer Wealth currently manages over $100m!.

Experienced Advisors

Our advisors bring strong character values, with an intimate understanding of portfolio management and all inclusive wealth management.

Fiduciary Standard.
How we work for you – and only you.

Our mission is plain and simple: to help you accumulate and protect your wealth. We serve you independently as a fiduciary advisor, striving to always do what’s in your best interest.  We are fee only which means our incentives are positively aligned with yours.

"If you live like no one else, later you can live like no one else,"

Dave Ramsey

“Do not go where the path may lead, go instead where there is no path and leave a trail.”

 Ralph Waldo Emerson

"Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1."

Warren Buffett


Get In Touch

For common inquiries please review our FAQ page.

We can be reached by telephone at (719) 575-9000 or use the contact form below to reach out to a Bauer Heitzmann associate by email.

This field is for validation purposes and should be left unchanged.