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     Bāzis Private Wealth, LLC

Process Over Prediction

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Duane Bāzis CPWA®

Duane Bāzis CPWA®

President & Founder

Rich McGinness CPWA®

Rich McGinness CPWA®

Senior Vice President

Aaron Hilgemann CFA®

Aaron Hilgemann CFA®

Assistant Portfolio Manager

Mary Bāzis

Mary Bāzis

Operations Manager

How We Are Different



  • Our firm stands out for its unwavering commitment to meeting the needs and expectations of our clients. We take pride in our exceptional client service and the direct access our clients have to their dedicated advisors. When you contact us, you won't be greeted by robots or put on hold indefinitely.
  • Our founder, Duane Bazis, brings a wealth of experience from his leadership positions at prominent Wall Street investment firms. However, he founded our current practice because he recognized the need for a client-centered approach that prioritizes the preservation of wealth for current and future generations. Duane's humble family roots and strong values continue to shape our firm's culture and commitment to exceptional service.One of the things our clients appreciate most is our emphasis on transparency and understanding. We specialize in constructing private individual portfolios comprised of separate equity and bond positions. This approach allows our clients to have a clear understanding of exactly what they own and provides the flexibility to tailor their portfolios to their specific investment goals.
  • As a fiduciary, we have a legal obligation to act in our clients best interests.  See page describing fiduciary duty on our website. Unlike some non-fiduciary structures, we have organized our firm as a Registered Investment Advisor to ensure that our clients' needs always come first.
  • While we serve clients in various stages of wealth accumulation, we have a particular expertise in working with accredited and qualified investors and their families. Our advisors are well-versed in the intricacies of private wealth management and investment planning, enabling us to provide specialized advice and solutions for our discerning clients.
  • Our fee structure is straightforward and transparent. We are a fee-only firm, meaning we are compensated by a percentage fee based on the value of our clients' accounts. In our view, this aligns our interests with those of our clients and removes any potential conflicts of interest that could arise from commission-based compensation.
  • To further ensure the security and integrity of our clients' assets, we do not hold custody of them. Instead, we utilize reputable third-party custodians such as TD Ameritrade/Schwab Institutional and LPL Financial. This arrangement provides an additional layer of protection and independence in the management of our clients' investments.
  • In addition to our standard fee structure, we also offer the option for fixed fees and hourly rates for financial plans and second opinions. This flexibility allows our clients to choose the most suitable arrangement based on their specific needs and preferences.
  • In summary, our firm differentiates itself through our unwavering focus on client needs, personalized service, fiduciary duty, specialization in private wealth management, fee-only compensation structure, utilization of third-party custodians, flexible fee arrangements, and the guiding principles set forth by our founder.

 

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Your Goals. Our Strategies.

Discover an array of services for all your financial needs. Fee only with no commissions.


Financial Planning & Investment Services

We work with you to create a plan to address specific concerns and reach your objectives. Learn how we tailor a plan to fit your personal goals.

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Retirement Planning

We believe that every client’s retirement plan needs to be customized to their unique goals, preferences and circumstances. Learn what it’s like to be confident in a retirement plan that was designed just for you.

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Portfolio Management

Portfolio management is about more than just buying and selling assets; it is about helping you achieve your financial goals. We are here to provide a personalized and flexible approach to managing your portfolio.

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Tailored Investment Approach

We treat each investor as a unique individual with unique financial goals. Our approach focuses on features to help you get more out of your investment.

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Meet Our Team

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