Jason S. Bauman | Morgan Stanley Smith Barney: Financial Advisor | Financial Planning Specialist
“Your Financial GPS”
What services does my company provide?
Managing $250 million in client assets, with both U.S. and international investors. I advise individuals, families and businesses on their investment portfolios and financial planning needs.
Financial and life advisor helping individuals and businesses with financial planning and achieving of their financial goals. These goals include saving for the costs of college, planning for retirement and general wealth accumulation. I also advise businesses on matters such as corporate retirement plans, cash management and business succession planning. Using a developed 4-step process I first find out my clients’ goals and objectives and become familiar with their current and past experiences with investing. With that information I develop an asset allocation strategy that suits their unique needs. Together we then determine investment products to use and implement the plan. Once the plan is implemented, I become my clients’ ‘Financial GPS’ by monitoring their progress and helping them be proactive and not reactive to current market conditions. In essence, I help them reach their financial destinations.
Learn more about
Family Wealth Management Life Plan
Contact
Address: |
590 Madison Avenue, 11th Floor, New York, N.Y. 10022 |
Telephone: |
(800) 468-0019 |
Email: |
