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.

 

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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A Roadmap for Your Family

A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

Deficit Trading: The Import/Export Imbalance

Some facts to help understand the issues behind the trade deficit headlines, and how China factors into the story.

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

International Investing: Opportunities Overseas?

Investing in emerging markets and developing economies has both risks and opportunities.

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