BAM Wealth Management LLC

Liberty Streeter is a financial advisor at BAM Wealth Management LLC with experience at Fidelity Investments and Ameriprise Financial. They hold Series 63 and Series 65 licenses and have been in the financial services industry since 2022. BAM Wealth Management LLC provides fee-based asset management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as corporations and non-profits. The firm uses a combination of third-party model portfolios, boutique equity managers, and Unified Managed Accounts, employing various analytical methods to create risk-based and income-oriented investment models.

Maxwell Ross is a financial advisor at BAM Wealth Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at BAM Advisory Group since 2019, including time at CreativeOne Wealth, LLC. Outside of advisory services, he is also licensed as an insurance agent and involved in life insurance and annuity sales. BAM Wealth Management LLC offers fee-based asset management and comprehensive financial planning to individual and high-net-worth clients, as well as corporations, non-profits, and employer-sponsored retirement plans. The firm employs a range of analytical methods and diverse investment strategies, including third-party model portfolios and boutique equity managers, while also providing access to alternative investments and periodic educational seminars.

Nicholas Donakowski is a financial advisor with BAM Wealth Management LLC in Lakewood, CO. He holds the Series 66 designation and has four years of industry experience, including prior roles at Merrill and Fidelity Investments. Outside of his advisory work, he serves as a paraplanner and service advisor at BAM Advisory Group. BAM Wealth Management LLC provides fee-based asset management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as corporations, non-profits, and employer-sponsored retirement plans. The firm utilizes a variety of analytical methods and investment vehicles, including third-party model portfolios, boutique equity managers, and alternative investments, to tailor risk-based and income-oriented portfolio solutions.

Jack Walker is a financial advisor at BAM Wealth Management LLC with a Series 65 designation and four years of industry experience. He previously worked at Risemint Capital Advisors and CreativeOne Wealth, LLC, and has a background at the University of Colorado Boulder. In addition to his advisory role, he provides financial planning and insurance sales services through BAM Advisory Group. BAM Wealth Management LLC offers fee-based asset management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as corporations, non-profits, and employer-sponsored retirement plans. The firm uses a combination of third-party model portfolios, boutique equity managers, and analytical methods to construct risk-based and income-oriented portfolios, and it provides educational seminars along with access to alternative investment solutions.

David Afraimi is a financial advisor with BAM Wealth Management LLC in Lakewood, Colorado, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at CreativeOne Wealth, Client One Securities, BAM Advisory Group, and AXA Equitable. Outside of his advisory work, he is the owner of BAM Advisory Group, where he oversees the sale of fixed, indexed, and life insurance products as well as annuities. BAM Wealth Management LLC, founded in 2023, provides fee-based asset management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as corporations, non-profits, and employer-sponsored retirement plans. The firm employs a variety of investment strategies including third-party model portfolios, boutique equity managers, and Unified Managed Accounts, and offers access to alternative investment solutions alongside traditional portfolio management.

Dylan Rauh is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at CreativeOne Wealth and AXA Equitable. Outside of advisory work, he has experience as a junior hockey player and has worked in hospitality and landscaping. BAM Wealth Management LLC, founded in 2023, provides fee-based asset management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as corporations and non-profits. The firm employs a range of analytical methods to construct risk-based and income-oriented portfolios, offering discretionary portfolio management with access to alternative investment solutions and periodic educational seminars.

Jeremy Fritsch is a financial advisor with BAM Wealth Management LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at CreativeOne Wealth, LLC and Equitable Advisors. Outside of his advisory work, he has experience in the food and beverage industry, having worked at Lariat Lodge Brewing Company and Tamale Kitchen. BAM Wealth Management LLC, founded in 2023, provides fee-based asset management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as corporations and non-profits. The firm uses a variety of analytical methods and investment vehicles to construct risk-based and income-oriented portfolios, and offers educational seminars along with access to alternative investment solutions.