Leadership

 Meet Duane Bazis, President and Founder of Bāzis Private Wealth, LLC

With over four decades of hands-on experience in investment management and having worked with renowned Wall Street firms, Duane Bazis has navigated various market environments and economic conditions. His extensive background helps to ensure adaptive and resilient portfolio management, leading to consistent, tangible after-tax results for clients, in our view.

 Duane collaborates closely with high-net-worth clients to address all aspects of their financial needs. By leveraging strategic alliances with estate planners, accountants, trust departments, insurance specialists, and lenders, he delivers a seamless and holistic wealth planning experience.

Duane holds a Bachelor's degree in Psychology/Finance from Creighton University and a certificate in Private Wealth Management Theory and Practice from Yale School of Management. As a Certified Private Wealth Advisor® (CPWA®), he possesses advanced expertise in sophisticated wealth strategies, estate planning, behavioral finance, tax management, and legacy planning, ensuring high-level guidance for clients.

 Beyond his professional achievements, Duane is an avid outdoors enthusiast, sports lover, and family man. His personal commitment to various charitable and social organizations, including founding the Entrepreneurs Organization in Omaha, highlights his dedication to giving back. Duane's personal values and strong family ties enrich his client relationships, fostering trust and confidence.

 Duane’s role involves overseeing portfolio management and the firm’s operations with a client-centric focus. His commitment to personalized service ensures that high-net-worth clients receive tailored financial solutions that align with their unique goals and aspirations.