Baer Wealth Management

Who We Are

Baer Wealth Management is a team of experienced and dedicated wealth management professionals serving individuals and businesses in East Cobb and the surrounding areas. We believe in building lasting relationships with our clients based on trust, empathy, and a deep understanding of their unique financial goals.

Our Vision

Our vision is to empower individuals and families to achieve financial clarity, pursue their aspirations, and secure their future. We believe in financial planning as a collaborative process, working alongside our clients to develop strategies that align with their individual aspirations and values.

What We Do

We offer a comprehensive range of wealth management services to meet the diverse needs of our clients, including:

For Individuals

• Personalized financial planning
• Investment management
• Retirement planning
• Estate planning & wealth transfer
• Tax optimization
• Insurance review & planning

For Business Owners

• Business succession planning
• Employee benefit consulting
• Retirement plans for businesses
• Financial planning for key personnel

Our Approach

We take a holistic approach to wealth management, considering all aspects of your financial life to create a cohesive and customized plan. We leverage our expertise in:

• Behavioral Finance: Understanding and managing investor behavior to optimize outcomes.
• Risk Management: Identifying and mitigating potential risks through comprehensive risk assessments and insurance planning.
• Tax Efficiency: Implementing strategies to minimize taxes and maximize retirement savings.
• Communication & Transparency: Maintaining open and clear communication throughout the planning and investment process.

Our Team

Our team is comprised of experienced and passionate professionals with deep expertise in wealth management, finance, and planning. We are committed to providing personalized and responsive service, ensuring our clients feel valued and empowered throughout their financial journey.