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.

 

 

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

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

Cost of Retirement

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

More Calculators →

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Insuring a Home-Based Business

Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.

Keeping Savings on Track with a Spousal IRA

IRS rules allow a working spouse to contribute to an IRA for a spouse who earns little or no income.

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

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