Premium professional services for any stage of wealth

Financial Services

We’re with you all the way.

From simple debt-slashing plans and budgets, to professional wealth management and protection… Our financial services will guide and support your journey at any stage.

Let us craft a custom strategy fit for your life.

Concierge Wealth Management

High-level wealth management, accumulation, and protection strategies. Professional premium human service on-demand to optimize a wealth strategy tailored to your situation.

private equity investing

Financial & Retirement Planning

Personal and professional guidance customized for YOU. Everyone’s financial situation is different. We’ll customize your portfolio based on your long-term needs and goals.

Ready to start?

Meet your own personal, professional advisor to craft a custom roadmap toward financial freedom.


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.