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BAUS Wealth Management

BAUS Wealth Management Email Formats

Financial ServicesFlag of USBaraboo, Wisconsin, United States1-10 Employees

Key Contact at BAUS Wealth Management

Flag of US

Preston Baus

President - Financial Advisor

Company overview

Headquarters908 8th St, Ste 2, Baraboo, Wisconsin 53913, US
NAICS52
Keywords
Tax Planning, Financial Planning, Estate Planning, Wealth Managment, Retirement Strategies, Financial Education Seminars, Business Owner 401K Options, Retirement Education Seminars, Self Employment 401K Options
Founded2021
Employees1-10

About BAUS Wealth Management

At BAUS Wealth Management, we focus on evidence-based investing with an emphasis on risk, timeline, and tax implications to build, grow, and protect wealth. Experience the difference that our expertise, comprehensive resources, and commitment to your financial success can make in helping you achieve your long-term goals. Contact us for a free consultation: Phone: (608)-688-3456 Email: pbaus@bauswm.com We specialize in personalized portfolios for individuals, families, multigeneration, and private business entities and are highly skilled in: • Securing your legacy • Investments • Trust services • Estate & gifting • Small Business Tax Strategies • Wealth planning and building • Insurance & annuities • Qualified retirement plans By choosing BAUS Wealth Management, you can enjoy the best of both worlds – the personalized attention and tailored strategies of a boutique firm, combined with the extensive resources and capabilities that come with our affiliation with RBC Clearing & Custody. Securities & Advisory Services Offered through: American Independent Securities Group, LLC, Member FINRA/SIPC, and an SEC Registered Investment Advisor. 664 S. Rivershore Ln. Ste. 150, Eagle, ID 83616. BAUS Wealth Management is not affiliated with American Independent Securities Group, LLC. This page is personally managed by Preston Baus at BAUS Wealth Management. American Independent Securities Group is not responsible for any comments or content herein; nor have they explicitly or implicitly endorsed or approved the content posted or shared by third parties. FINRA: www.FINRA.org | SIPC: www.SIPC.org. Check the background of this investment professional on FINRA’s BrokerCheck; https://brokercheck.finra.org/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

BAUS Wealth Management has never raised funding before.

Frequently asked questions

BAUS Wealth Management is located in Baraboo, Wisconsin, US.
BAUS Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
BAUS Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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