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.

What We Deliver; Total management of holistic wealth, investment, and estate planning issues.

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.

What We Deliver

Total management of holistic wealth, investment, and estate planning issues.
We will review on annual basis all financial/wealth issues relating to:
1. Growth & Creation
2. Preservation of Wealth
3. Distribution of Wealth
4. Legacy wishes after death
Investment services through a fee-based investment account.
Review your goals and risk tolerance parameters, as well as maintain all aspects of the investment accounts.
Provide an annual investment review to make sure your goals are still aligned with your investment strategies.
Initial review to determine the scope of the project or questions.
Provide clarity and objective advice, along with an optimized strategy that you can choose to implement on your own, with us, or with another advisor.
Engagement ends once the product is established/question is resolved/implemented.
Providing and implementing new ideas/strategies to solve specific needs.
Engagement ends once the need is met.

Educational Resources

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.