The Financierge

The Financierge reflects the diversity of services and thought leadership we provide our clients.  Not only do we guide our clients through all the phases of their financial needs, but we also do so in a context that is holistic and comprehensive. We devote as many resources to being consultative planners as we do being quality investment managers, integrating the accumulation, preservation, and transfer phases of wealth management.  We realize that our clients need us to serve as a “quarterback” into a wide array of professional services, from legal and lifestyle needs to real estate and tax, lending and bookkeeping, etc.  We formalized a due diligence analysis and curated a platform of service providers.  The Financierge consists of the core insights across these many disciplines that are instrumental in driving the right client experience.

Perspectives in Real Estate - Buy vs. Lease, Mortgages, Reverse Mortgages and Moving to a State with Lower Taxes

Dear Valued Clients and Friends, Several weeks ago we had the pleasure of listening to Dr. Richard Thaler, a Nobel Prize winning economics professor at the University of Chicago. Among several topics he discussed, there was one that resonated with us about how good football teams make good quarterbacks play at a higher level. That […]

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Risk Management, Identity Theft and Cyber Risk

As a diverse wealth management group, The Bahnsen Group seeks to guide clients through all the phases of their financial needs, investments and all, but we do that in a context that is comprehensive and holistic.  From tax efficiency to retirement planning to estate and legacy strategies to charitable impulses to asset protection – we really don’t see a way to be comprehensive and elite wealth advisors without incorporating all elements of […]

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The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

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