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.

 

 

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Estimate the future value of your current savings.

Roth IRA Conversion

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

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

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Market Measures: Beyond the Dow

A description of the 5 market indexes that are often used as benchmarks to track various categories of investments.

The Pros and Cons of Financing Options

Common types of financing that might be available to help small businesses expand or cover operating expenses.

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.

FAFSA in the Fall for Lower Stress

New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.

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