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    Bāzis Private Wealth, LLC

Process Over Prediction

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Duane Bāzis CPWA®

Duane Bāzis CPWA®

President & Founder

Rich McGinness CPWA®

Rich McGinness CPWA®

Senior Vice President

Aaron Hilgemann CFA®

Aaron Hilgemann CFA®

Co-Portfolio Manager, Investment Strategy Team

Mary Bāzis

Mary Bāzis

Operations Manager

Andrew Lamer

Andrew Lamer

Investment Advisor Representative

How We Serve 

Bāzis Private Wealth provides discretionary portfolio management and private wealth counsel for families who prefer quiet, long-term relationsip.  We are a fee-only fiduciary, and built for continuity. 

Fiduciary?