Our firm is an Independent Registered Investment Advisor. We act exclusively in partnership with high net worth and corporate clients. We are in a position to do that and pride ourselves on strong personal interaction with our clients and dedication to their needs. Independence is key to offering investment advice based on what’s best for our clients. We charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets - when you succeed, we succeed.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 101 Village Pkwy, Building 1
- Phone
- +1.770.984.2312
- kb****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- baerwealth.com
- Keywords
- Financial Services, Portfolio Management, Financial Planning, Tax Consulting, Investment Consulting, Wealth Enhancement, Wealth Transfer, Wealth Protection, Charitable Giving.
- HQ
- Marietta, GA
- Competitors
Baer Wealth Questions
Baer Wealth's helpline number is +1.770.984.2312
Baer Wealth's website is baerwealth.com
Baer Wealth's LinkedIn profile is https://www.linkedin.com/company/baerwealthmanagement
Baer Wealth has
4 employees.
View email and phone details for 4
employees at Baer Wealth.
Baer Wealth's industry is
Financial Services
Baer Wealth's support email address is kbaer@baerwealth.com
Baer Wealth's categories are Financial Services
Baer Wealth's founding year is 2009
