Our mission is to empower individuals and families to build, grow, and protect their wealth, enabling them to live fulfilling lives and leave a lasting legacy.
At BAUS Wealth Management, I focus on evidence-based investing with an emphasis on risk, timeline, and tax implications to build, grow, and protect wealth.
My goal?
To help my clients achieve their financial goals and safeguard the assets you have worked so hard to accumulate.
Preston Baus is the President and principal Financial Advisor at BAUS Wealth Management. Preston is a Wisconsin native and Marquette University alumni and comes to the wealth management industry after 15 years in international medical device executive management.
Preston began his financial advisor career at a large U.S. financial services firm before launching BAUS Wealth Management to better serve his clients with a more personalized approach.
A financial advisor brings expertise, personalized guidance, and objective insights to optimize your finances and help you reach your goals. They save you time, manage risks, and maximize returns with tailored strategies.
Trust a financial advisor as your ally for long-term financial success. We can sit down and look at the best ways to make your money work and grow for you.
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
By choosing BAUS Wealth Management, you 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. Experience the difference that our expertise, comprehensive resources, and commitment to your financial success can make in helping you achieve your long-term goals.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 8am - 5pm
Saturday - Sunday: Closed
Copyright © 2023 Baus Wealth Management - All Rights Reserved.
Disclosure
BAUS Wealth Management does not provide tax or legal advice. All decisions regarding tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor. Securities & Advisory Services Offered Through: American Independent Securities Group, LLC (AISG) Member FINRA/ SIPC. AISG is a SEC registered investment advisor. P.O. Box 579 Eagle, ID 83616. Please note that not all the services and products mentioned in this site are available in every state. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information within this website has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investment or trading strategy. BAUS Wealth Management is not affiliated with American Independent Securites Group.
BrokerCheck - Find a broker, investment or financial advisor (finra.org)
Powered by GoDaddy
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.