The Bahnsen Group is a wealth management firm managing over $3 billion in client capital. With offices in Newport Beach, CA, New York City, and Minneapolis, MN our team is made up exclusively of client-centric fiduciary professionals across every department.
Our vision is to be the highest ...
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The Bahnsen Group is a wealth management firm managing over $3 billion in client capital. With offices in Newport Beach, CA, New York City, and Minneapolis, MN our team is made up exclusively of client-centric fiduciary professionals across every department.
Our vision is to be the highest quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives.
The Bahnsen Group views Wealth Management as the combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients with a cohesive and holistic experience.
These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience.
Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
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