Bāzis Private Wealth, LLC - A Registered Investment Advisor

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.