Exclusive Private Wealth Services for Discerning Clients
Our private wealth practice is an exclusive firm thoughtfully designed to meet the unique needs of high-net-worth individuals and families. To maintain the personalized attention our clients deserve, I am personally accepting new clients only through introductions from current clients or close acquaintances. However, our firm is open to working with a select number of qualified clients through our trusted associates.
- Exceptional, Personalized Service: We prioritize direct access to your advisor, minimizing automated responses and eliminating unnecessary delays. This helps to ensure a seamless and efficient experience for every client.
- Custom Portfolio Management: We tailor portfolios with actively managed equity and bond positions, empowering you to better control your assets and manage tax outcomes.
- Fiduciary Commitment: As a Registered Investment Advisor (RIA), our structure adheres to the highest fiduciary standard. Your interests are always our priority, reflecting our unwavering commitment to transparency and trust.
- Specialized Wealth Management: While we serve clients in all stages of wealth, our focus is on accredited and qualified investors, offering tailored strategies for private wealth management and investment planning.
- Transparent, Fee-Only Model: Unlike commission-based firms, we charge an annual percentage fee based on portfolio value. In our view, this ensures our compensation aligns directly with your financial success.
- Independent Custodians for Security: Your assets are held by third-party custodians like Schwab Institutional and LPL Financial, providing independent reporting and enhanced security.
- Flexible Engagement Options: We offer fixed-fee or hourly-rate models for financial planning and second-opinion reviews, allowing you to choose what fits your needs best.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 14301 Fnb Pkwy Suite 100, Suite 130,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.baziswealth.com/
- Keywords
- Financial Planning, Individual Stocks & Bonds, Insurance and annuity analysis, Private Asset Aggregation, Hourly Investment Consulting, 401K Distribution Analysis, Pension and Foundation Investment Management, Mutual Fund and ETF Management, Fixed Fee Investment Management, Wrap Fee Investment Management, 401K, IRA and other Qualified Plan Management, Access to Private Equity, Hedge Funds, and Venture Capital Managers, Municipal Bond Portfolio Management, Options and Hedging Strategies, Access to Derivative Products, Access to Securitized Lines of Credit from Major Banks, Employee Stock Option Exercise, Life Insurance Analysis and Long Term Care Analysis, Retirement Planning, Private Family Wealth Management.
- HQ
- Omaha, Nebraska
Bāzis Private Wealth, Llc - A Registered Investment Advisor Questions
Bāzis Private Wealth, Llc - A Registered Investment Advisor's website is https://www.baziswealth.com/
Bāzis Private Wealth, Llc - A Registered Investment Advisor's LinkedIn profile is https://www.linkedin.com/company/bazis-private-wealth-llc
Bāzis Private Wealth, Llc - A Registered Investment Advisor has
1 employees.
View email and phone details for 1
employees at Bāzis Private Wealth, Llc - A Registered Investment Advisor.
Bāzis Private Wealth, Llc - A Registered Investment Advisor's industry is
Investment Management
Bāzis Private Wealth, Llc - A Registered Investment Advisor's top competitors are
First Pacific Financial,
Jrd Apps,
First Oak Wealth Management,
Jewelcode Corporation,
Hiley Hunt Wealth Management,
Konza Global Wealth Group,
Mosaic Financial Partners,
Trusted Wealth Partners,
Arvada Wealth,
Calmwater Financial Group®.
Bāzis Private Wealth, Llc - A Registered Investment Advisor's categories are Investment Management
Bāzis Private Wealth, Llc - A Registered Investment Advisor's founding year is 1995
