Bauman Wealth Advisors

Bauman Wealth Advisors is a wealth management firm in North Las Vegas, Nevada. The firm brings retirement, investment, income, tax, and estate planning together under one coordinated plan, and it also coordinates mortgages and real estate decisions that support a retirement plan. Its team includes CFP professionals and real estate specialists, and its services cover retirement planning, income planning, investment planning, tax planning, and in-house estate planning. Bauman Wealth Advisors holds a rating of 5.00 from the customers who have reviewed it.

The firm was founded by Todd Bauman, who serves as Founder and CEO alongside Julie Bauman as Founder and COO. Its leadership includes a Chief Investment Officer, a Chief Compliance Officer, and a Chief Marketing Officer, with advisors holding the CFP, CEP, CFA, and APMA designations. The team also includes a Senior Tax Advisor, estate planning specialists, wealth planners, and staff dedicated to new business and client experiences. As an SEC-Registered Investment Advisor, Bauman Wealth Advisors carries a fiduciary responsibility to act in clients' best interest, and it operates on a fee-based family office structure. Its Return on Life process moves through three stages: dreaming about the life a client wants, creating a custom plan that connects investments, income, taxes, real estate, and long-term care, and living that plan. The firm has published insights on refinancing, reverse mortgages, rental property financing, and mortgage options for retirees.

The office sits on West Gowan Road, about a quarter mile from the Bruce Woodbury Beltway and Cliff Shadows Parkway, and roughly half a mile from West Cheyenne Avenue. Buckskin Cliff Shadows Equestrian Park and Trigono Hills Park are both a short distance away.

Bauman Wealth Advisors is known for a positive rating from the customers who have reviewed it, and for a family office approach that keeps retirement, tax, and estate decisions inside one coordinated plan for North Las Vegas families.