Duane Bāzis CPWA®
President & Founder
Duane is the President and Founder of Bāzis Private Wealth, LLC. As the Chief Investment Officer, Duane’s responsibility is to oversee all portfolio management for the firm.
Duane started his career in the investment industry working with several well-respected Wall Street Investment firms. While having almost 40 years of industry experience in serving clients in a wide range of market environments, administrations, and economies, Duane is able to apply his real life experience and perspective to the diverse portfolios at the firm. Duane specializes in coordinating all of his client’s wealth planning needs. He has developed strategic relationships with professionals in estate planning, accounting, trust departments, insurance, and lending to guide his clients to an easy to follow wealth planning experienced.
Duane has a Bachelor's degree, Psychology/Finance from Creighton University. Duane holds a certificate from Yale School of Management in Private Wealth Management Theory and Practice.
Duane holds the Certified Private Wealth Advisor® (CPWA®) designation.
Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth investors. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients, especially those with a minimum net worth of $5 million.
The CPWA curriculum gives advisors the information and skills they need to make a difference and confidently advise clients in this demanding segment. The CPWA program takes a holistic and multidisciplinary approach that includes a deep dive into sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.
Duane has hands on experience in many investment vehicles and planning strategies including but not limited to; portfolio management, retirement planning, exchange funds, stocks, bonds, mutual funds, life insurance, annuities, options, futures, lending, municipal bonds, trust service, hedge funds, charitable giving strategies, 401k, pension management, lump sum distributions, business planning strategies, 403b, 529, and other educational plans, tax planning, IRA, equity collars, stock option exercise, international money managers, leasing, and investment policy statements.
Duane enjoys the outdoors, sports, reading, and spending time with family and friends. Duane also dedicates his time to several charitable and social organizations. Duane is one of the founding members of the Entrepreneurs Organization in Omaha, a former board member and Treasurer of West Shores HOA, former SID board member, member of the Advanced Giving Committee of a charity, and is a consultant for several additional charities. Duane and his wife have been married for over forty years and have three adult children and one grandchild.