Bauman Wealth Advisors

Bauman Wealth Advisors is a wealth management firm in North Las Vegas, Nevada, serving affluent families with comprehensive financial planning. The firm specializes in investment management, income planning, tax strategy, estate planning, and real estate coordination, offering a family office approach that integrates retirement, investments, taxes, and long-term care into a single coordinated plan. Their services are tailored to help clients achieve financial clarity and peace of mind, with a focus on building a life centered around personal goals and values. The firm maintains a 5.00 rating based on client feedback, reflecting strong client satisfaction and trust.

The firm was founded by Todd Bauman and operates with a team of CFP® professionals and real estate experts who emphasize fiduciary responsibility, ensuring clients’ interests come first. Their Return on Life® process connects every aspect of financial planning, investments, income, taxes, estate planning, and real estate, into one unified strategy. Bauman Wealth Advisors provides personalized guidance on retirement planning, income strategy, tax reduction, estate preservation, and mortgage financing, particularly for retirees and those approaching retirement. They also offer mortgage services that align with long-term financial goals, helping clients make informed decisions about home ownership and financing in retirement.

Located on W Gowan Road, the firm sits approximately a quarter-mile from the Bruce Woodbury Beltway and within a short distance of Cliff Shadows Parkway, Trigono Hills Park, and Buckskin Cliff Shadows Equestrian Park. It is also near West Cheyenne Avenue, a major road, and is accessible from the surrounding residential and recreational areas of North Las Vegas.

Bauman Wealth Advisors is recognized for its well-documented online presence and a website optimized for clarity and search engine readability, supporting client accessibility and transparency. The firm’s commitment to personalized, comprehensive planning and its strong client-centered approach have established it as a trusted name in local wealth management.

The firm’s focus on aligning financial strategy with personal life goals makes it a distinctive resource for families in North Las Vegas seeking sustainable, goal-driven financial planning.