Edward Jones - Financial Advisor: Clay Worthington, CFP®

Bauer Wealth Management is a fiduciary wealth management firm specializing in strategies for high-net-worth individuals, entrepreneurs, and business owners. We provide tailored investment management, private equity opportunities, and holistic financial planning designed to grow and protect wealth across generations. With a focus on transparency and fiduciary duty, Bauer Wealth Management helps clients navigate complex markets, optimize portfolios, and build lasting legacies.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Colorado Springs, CO area, Lisa Forbes will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

It's Not Just Money, Inc., provides financial planning and tax preparation for personal and commercial clients in the Colorado Springs area. Since 1995, we've been helping people prepare for their future financial needs. We work on a fee-based system which means we don't receive commissions on the purchase or sale of products. Our belief is that we work for you, not the companies we represent. Trust is a key component when selecting a financial advisor, and we work to build that trust by always having your best interest in mind. Call today and learn how we can help you.