Bāzis Private Wealth, LLC
Process Over Prediction
President & Founder
Senior Vice President
Assistant Portfolio Manager
Discover an array of services for all your financial needs. Fee only with no commissions.
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.
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.
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.
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.