Our new e-book is out!

Click here for access to One Shot, the new e-book by Kenneth J. Baer which explores the steps that successful entrepreneurs should take to preserve the wealth they have built.

 

What We Believe

Click Below to Play Video

At Baer Wealth Management, we use decades of financial experience to build wealth for our clients. We implement investment solutions based on academic research, collaborate with top finance professionals, and use market discipline to grow your assets.

We believe that everyone should live out their dreams. View the adjacent video to see how.

 


Does my portfolio fit me?

When was the last time that you evaluated whether your investments align with your personal tolerance for risk? Do you know your personal risk number? Click below to find out.


What is most important to successful business owners?

Investment Consulting

Studies show that the number one issue for successful business owners is where they should put/invest their money. We use evidence-based strategies that rely on academic research/financial science.

Wealth Enhancement

Every successful business owner wants to minimize what they give to their not so silent partner, Uncle Sam. At Baer Wealth, we collaborate with top experts that specialize in helping business owners mitigate taxes. 

Wealth Transfer Successful business owners want to make sure that their assets pass to their heirs. Whether in life or in death in the most efficient way possible. We collaborate with experts in wealth transfer to make sure this is accomplished for our clients.

Wealth Transfer

Successful business owners want to make sure that their assets pass to their heirs. Whether in life or in death in the most efficient way possible. We collaborate with experts in wealth transfer to make sure this is accomplished for our clients.

Wealth Protection Successful business owners face risk and their assets can be unjustly taken from them. Whether that be from a divorce, break-up of a partnership, premature death, disability, or other unforeseen circumstance. We work with top legal minds to make sure you are protected. 

Wealth Protection

Successful business owners face risk and their assets can be unjustly taken from them. Whether that be from a divorce, break-up of a partnership, premature death, disability, or other unforeseen circumstance. We work with top legal minds to make sure you are protected. 

Charitable Giving Many of our successful clients have causes that are very important to them. We help you have the greatest impact on those causes via gifting strategies that give you the most bang for your buck. 

Charitable Giving

Many of our successful clients have causes that are very important to them. We help you have the greatest impact on those causes via gifting strategies that give you the most bang for your buck. 


As Featured In