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.