Duane Bāzis CPWA®
President & Founder
Duane is the President and Founder of Bāzis Private Wealth, LLC. His role involves overseeing portfolio management and the firm’s operations.
Initiating his career in investments with renowned Wall Street firms, Duane brings over four decades of hands-on industry experience. Throughout diverse market environments, administrations, and economies, he has consistently demonstrated his ability to adapt and thrive. This wealth of experience enhances his oversight of the firm's portfolios, translating into tangible results for clients.
As an expert in wealth planning, Duane collaborates closely with his clients, coordinating all aspects of their financial needs. Leveraging strategic alliances with professionals across various fields - including estate planning, accounting, trust departments, insurance, and lending - Duane delivers a comprehensive and seamless wealth planning experience to his clientele.
Duane's academic achievements include a Bachelor's degree in Psychology/Finance from Creighton University and a certificate in Private Wealth Management Theory and Practice from the esteemed Yale School of Management. A testament to his dedication to professional growth, Duane holds the Certified Private Wealth Advisor® (CPWA®) designation.
The CPWA® is an advanced certification, catering specifically to seasoned advisors who serve high-net-worth investors. With a curriculum that delves into sophisticated wealth strategies, estate planning, behavioral finance, family dynamics, tax management, and legacy planning, CPWA® equips advisors with the necessary knowledge and skills to confidently guide clients in this intricate segment.
In his personal life, Duane is an avid outdoors enthusiast who enjoys sports, reading, and quality time with loved ones. He is actively involved in various charitable and social organizations, leveraging his expertise to make a difference. Among his contributions, Duane was a founding member of the Entrepreneurs Organization in Omaha and has held numerous board roles. Duane and his wife, who have been married for over forty years, are proud parents to three adult children and grandparents to two grandchildren.