What does Bawar Asset Management focus on?

Bawar Asset Management focuses on advice-based financial planning including business planning, wealth and asset management, risk management, 401(k) planning, estate planning, and inter-generational wealth strategies.

What is Enrico Bawar’s background?

Enrico Bawar began his career as an Emerging Markets Fixed Income Trader and Broker at Lehman Brothers, ICAP, and BGC. He later transitioned into comprehensive financial planning to serve families and business owners in New York City.

How does your financial planning process work?

We work with families and business owners who have the know-how but not the time to manage their financial lives. We learn your values, use technology to consolidate your financial picture, and help reinforce positive financial decisions.

Enriching Family Lives

At Bawar Asset Management, our mission is to enrich family lives. We believe that your family is our family.

What We Deliver

Plan With Confidence

Work with Bawar Asset Management and together we can harness the power of family.

Your Financial Planner

Dedicated To Your Success

Bawar Asset Management strives to make your family and business goals a reality.

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^Fiduciary
You Are Not A Client.
You're Our Partner.

Our priority is helping you take care of yourself and your family. Bawar Asset Management wants to earn your trust and learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.

^{Who We Serve}
Crafting Your Future Retirement

AUM & Retirement

Group/Indiv. Retirement Plans set-up (401(k)s, 403(b)s, Cash Balance, AUM

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Estate Planning

Wills, Trusts, Irrevocable Life Insurance Trusts (ILITs), Generational-Skipping Trust (GSTs), Elderly Care

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Risk & Tax Mitigation

Tax Efficient Strategies, Annuities, Structured Notes, 1031 Exchange Program, DSTs, REITs, College Savings 529 Plans, Health Savings Accounts (HSAs)

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Insurance Strategies

Fixed, Indexed, Group & Variable Insurance, Term Life, Long-Term Care (LTC), Disability Insurance

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^{Our Process}
A Simple But
Comprehensive Process

Step 1
Discover Your Journey

We listen and understand what’s important to your Family and Business. Set expectations.

Step 2
Plan & Action

Based on your risk tolerance, investment time and other factors, we identify the gaps and opportunities, we then implement a plan that best works with your goals.

Step 3
Monitor & Grow

Review our progress by continuing our conversation to keep an eye on the goal constantly.

^{Your Team}
Enrico H. Bawar

Enrico’s experience in Institutional trading combined with his experience advising high net worth individuals, businesses and families affords him a unique macro and micro perspective that clients find valuable.

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^{Get In Touch}
Every decision you make today can move you one step closer to your goals

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Resources

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A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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^{Why Bawar Asset Management?}
Manage Your Financial Future

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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