Bavarian Wealth Management, Inc. was founded on September 13th, 2004 in an effort to expand the Financial Advisory Practice of Anthony P. DiNatale, an Investment Advisor Representative, based in New Orleans, Louisiana.

The Firm's operations are headquartered in the Poydras Plaza highrise, which is located in the Central Downtown District of New Orleans.

Since that time, Bavarian Wealth Management, Inc. has expanded to serve the growing needs of Retirees, Baby-Boomers, and Millenials, offering investment strategies and insurance solutions to Our Valued Clients. 

The Firm is a Registered Investment Advisor in the States of Louisiana and Texas.

We look forward to exploring how we can assist you with important milestones in your life, such as retirement income planning, legacy gifting, college funding, or even your first investment plan.

Feel free to give our office a call or send us an e-mail.  We                                                             always enjoy hearing from our clients as well as prospective                                                             investors who would like more information.

 

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

Disaster Insurance Can Help Your Company Stay Afloat

It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.

Going Public

A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

Dividend Investing: Small Payments Can Boost Returns

Focusing on dividends can be appropriate for almost any investor, especially if they are reinvested to purchase additional shares.

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