Rich McGinness CPWA®
Senior Vice President
Rich is the Senior Vice President of Bāzis Private Wealth, LLC, where he is responsible for all service and support functions for the firm's clients. He has been with Bāzis Private Wealth since 2014. Before joining the company, Rich had a successful career in the tech industry spanning over 25 years. Notably, he served for four years in the United States Air Force as a Titan II Missile Electronics Equipment Specialist.
Rich holds the Certified Private Wealth Advisor® (CPWA®) designation, which is an advanced professional certification for advisors who cater to high-net-worth investors. This designation signifies that Rich has acquired the latest knowledge and techniques required to address the complex needs of clients, particularly those with a minimum net worth of $5 million. The CPWA curriculum encompasses a comprehensive range of topics such as sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.
Outside of his professional life, Rich and his wife have four children and four grandchildren. They enjoy engaging in activities like gardening, fishing, traveling, and spending quality time with their family and friends.