At BAUS Wealth Management, we focus on evidence-based investing with an emphasis on risk, timeline, and tax implications to build, grow, and protect wealth. Experience the difference that our expertise, comprehensive resources, and commitment to your financial success can make in helping you achieve your long-term goals.
Contact us for a free consultation:
Phone: (608)-688-3456
Email: pbaus@bauswm.com
We specialize in personalized portfolios for individuals, families, multigeneration, and private business entities and are highly skilled in:
• Securing your legacy
• Investments
• Trust services
• Estate & gifting
• Small Business Tax Strategies
• Wealth planning and building
• Insurance & annuities
• Qualified retirement plans
By choosing BAUS Wealth Management, you can enjoy the best of both worlds – the personalized attention and tailored strategies of a boutique firm, combined with the extensive resources and capabilities that come with our affiliation with RBC Clearing & Custody.
Securities & Advisory Services Offered through: American Independent Securities Group, LLC, Member FINRA/SIPC, and an SEC Registered Investment Advisor. 664 S. Rivershore Ln. Ste. 150, Eagle, ID 83616. BAUS Wealth Management is not affiliated with American Independent Securities Group, LLC. This page is personally managed by Preston Baus at BAUS Wealth Management. American Independent Securities Group is not responsible for any comments or content herein; nor have they explicitly or implicitly endorsed or approved the content posted or shared by third parties. FINRA: www.FINRA.org | SIPC: www.SIPC.org. Check the background of this investment professional on FINRA’s BrokerCheck; https://brokercheck.finra.org/
Company Details
- Employees
- 1
- Founded
- -
- Address
- 908 8th St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Managment, Tax Planning, Estate Planning, Retirement Strategies, Financial Planning, Self Employment 401k options, Business Owner 401k options, Financial Education Seminars, Retirement Education Seminars.
- HQ
- Baraboo, Wisconsin
- Competitors
- Federal Deposit Insurance Corporation (FDIC), Madison Investments, Delta Mu Delta - International Academic Honor Society in Business (Official), Spectrum Brands, Inc, Wells Capital Management, BDT & MSD Partners, Palace Entertainment, Haas & Cobb Petroleum Consultants, City of Middleton, Wisconsin, Alpha Investment Consulting Group, LLC.
Baus Wealth Management Questions
Baus Wealth Management's LinkedIn profile is https://www.linkedin.com/company/bauswm
Baus Wealth Management has
1 employees.
View email and phone details for 1
employees at Baus Wealth Management.
Baus Wealth Management's industry is
Financial Services
Baus Wealth Management's top competitors are
Federal Deposit Insurance Corporation (Fdic),
Madison Investments,
Delta Mu Delta - International Academic Honor Society In Business (Official),
Spectrum Brands, Inc,
Wells Capital Management,
Bdt & Msd Partners,
Palace Entertainment,
Haas & Cobb Petroleum Consultants,
City Of Middleton, Wisconsin,
Alpha Investment Consulting Group, Llc.
Baus Wealth Management's categories are Financial Services
Baus Wealth Management's founding year is 2021
