Brett Bauch, ChSNC
Brett Bauch, ChSNC
Brett has over 15 years of experience in the investment and insurance industries. He has spent time on a trade desk executing stock/bond/option trades with advisors around the country while running the margin department of a broker-dealer. He spent years conducting ethics and suitability oversight as well as auditing financial advisors around the state of Wisconsin. He runs a fee based planning practice with focuses on small business succession and special needs planning. When not advising his own institutional and family clients, he is the Investment Specialist for MassMutual Wisconsin focusing on portfolio analysis and education of financial advisors throughout Wisconsin and northern Illinois.
Mr. Bauch lives in Middleton, WI with his wife Katie and sons Sam and Jake. Brett holds a bachelor’s and master’s degree from the University of Wisconsin-Madison. He has personal family experience in the special needs planning area. Brett serves on the Board of WisPACT (Wisconsin Pooled and Community Trusts). He has climbed Devil's Tower half a dozen times by various routes, Grand Teton twice, various unnamed climbs in Colorado and South Dakota, and was turned back by a weather a few hundred feet from the summit of Mount Rainier. Brett has hitch hiked around much of Ireland, fly fished next to shed elk antlers in Jackson Hole, taken weeklong canoe and kayaking trips, and married the most amazing woman he has ever met. One of his favorite things to do when not at work is playing Legos with his sons.
CFBS- Certified Family Business Specialist
ChSNC- Chartered Special Needs Consultant
CFP- Certified Financial Planner
We work through a consistent fee based financial planning process with the end goal of verifying that our clients are on track to reach their stated goals, pointing out blind spots along the way, and offering specific recommendations to help improve future outcomes and mitigate risk.
We offer specialty and applicable accreditations in the following areas:
- Comprehensive Planning for a Family - We address retirement "what ifs?", aggregate portfolio asset allocation, risk management, college funding, employee benefit maximization, and multigenerational wealth transfer. - CFP
- Business Succession Planning - We illustrate various retirement business succession plans equitably balancing active and passive family members as well as providing a non-auditable business valuation for buy-sell purposes. - CFBS
- Special Needs Planning - Structuring asset transfers to avoid jeopardizing needs based government benefits and planning for long term support of a child are key areas of concern. - ChSNC
- Institutional - Charity - 401k - Foundation asset management - We can be a resource and educate on cost and labor efficient alternatives. - MBA
HoursPlease contact this special needs planner for firm hours by clicking here.
What Is a Special Needs Planner?
525 Junction Road
Suite 1800 North Tower
Madison, WI 53717
On the web
Brett has over 15 years of experience in the investment and insurance industries. He has spent time on a trade desk executing stock/bond/option trades with advisors around the country while running the margin department of a broker-dealer. He spent years conducting ethics and suitability oversight as well as auditing f...