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.

Client Goal; Work closely with a trusted advisor in an informed & collaborative process

How We Engage With You

We work with family/business owners who have the know how but not the time or desire to deal with various aspects of their financial lives. We take the time to learn your values & vision of what financial success means to your family. We use technology to consolidate and present a clear overview of all the moving pieces of your financial life. Our firm will help reinforce all of the positive choices you have made & will continue to make in your lifetime.

Client Goal

To work closely with a trusted advisor in an informed and collaborative process regarding all aspects of their holistic financial life.
See total wealth management as the ability to have their financial lives planned completely in a thoughtful manner, removing the burden of worry.
To collaborate on investment decisions with a trusted advisor who has the experience and resources to manage investments in clients' best interest, in line with their goals.
See investment management as a way to reach financial goals, but free up time.
To seek advice on specific financial issues such as:
-Is my own planning enough?
-Will my family be okay in the event I die or am disabled?
-Will I run out of money in retirement?
Want guidance on solutions for a specific situation or goal.
To address a specific need such as:
-401(k) / Cash Balance set-up
-Annuities, Structured Notes
-1031s / REITs
-Life Insurance, Disability Insurance, and Long-Term Care coverage

Educational Resources

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.