Bauer Wealth 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 an innovative model of Dynamic Risk Hedging (DRH).
Check out our index returns to see how we've done. Here at Bauer Wealth, we create personalized investment plans for each client. We know that everyone has different financial goals. So we combine advanced monitoring algorithms with decades of experience to strategically invest money where we know it will grow while also minimizing risk.
Check out our index returns to see how we've done. Here at Bauer Wealth, we create personalized investment plans for each client. We know that everyone has different financial goals. So we combine advanced monitoring algorithms with decades of experience to strategically invest money where we know it will grow while also minimizing risk.
Services
Bauer Wealth is a next-generation advisory firm with decades of human experience and virtual capabilities. Our custom algorithms bring a revolutionary hybrid approach to investing! Our proprietary Algorithmic Virtual Advisor technology, manages your investments by assessing the market.
When stock markets do well, we take more risk, and when the markets start to go down, volatility increases, and momentum to the downside escalates, we build hedges into your portfolio.We don't try to beat the market, we are playing hand in hand with it! We devised a system where we can outperform markets over a full economic cycle while taking on a lot less risk.
When stock markets do well, we take more risk, and when the markets start to go down, volatility increases, and momentum to the downside escalates, we build hedges into your portfolio.We don't try to beat the market, we are playing hand in hand with it! We devised a system where we can outperform markets over a full economic cycle while taking on a lot less risk.
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. High-level wealth management, accumulation, and protection strategy. Professional premium human service on-demand, supported by algorithmic risk reduction running on your portfolio 24/7.
We're on a mission to redefine the culture of finance through highly personalized, smart risk management and wealth strategies. Our passion lives at the intersection of finance and altruism. We believe everyone should have access to professional investment portfolios and personal financial planners.
As a truly independent RIA (Registered Investment Advisor) and certified Fiduciary, your assets can stay on track to align with your goals and target dates. Unlike most of the Wall Street firms, we have no incentive to pull your money into unnecessary or risky products/funds for commission. We're a small team with big network and plenty of resources.
We are no strangers to the the ups and downs of entrepreneurship. We're a team of entrepreneurs inspired to help others manage their personal finances, scaling businesses, exit strategies, tax planning, cost savings and growing what you already have. Our team is deeply integrated in the entrepreneurial world and by having our own experiences gives us a unique understanding of non-traditional financial goals and creative routes to get there.
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