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650 Poydras Street, Suite #1906
New Orleans, LA 70130

Phone:

504.299.3370

Fax:

504.299.3379

E-mail:

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Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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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.

 

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Describes financial burdens associated with end-of-life care and funerals.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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How much life insurance would you need to produce a sufficient income stream for your family?

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Will you be able to afford nursing home care?

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