Alternative text: Baer Wealth Management
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Alternative text: 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.
Alternative text: 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.
Alternative text: 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.
Alternative text: 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.
Alternative text: 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.
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Alternative text: Baer Wealth Management is a BBB Accredited Financial Service in Marietta, GA
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What We Do
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http://www.baerwealth.com/
summary
Baer Wealth Management uses years of financial experience to build wealth for our clients all over Georgia. We implement solutions and market discipline to grow your assets. Wealth management is our passion.
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