At Baumer Wealth Management, we recognize that working as a cohesive team is pertinent in our overall success. Enjoying our "work" and our unique, team dynamic truly sets us apart from others in wealth service. We play to the strengths of each individual member, to allow them to be their best, and ultimately provide the best experience and service to our clients.
We provide advice to a number of high-net-worth individuals, families, businesses and other closely held enterprises. While we specialize in the retirement planning on the individual level, we also provide an unrivaled level of expertise in the 401(k) space.
But they are similar in notable respects: They face complex wealth management issues that affect their futures, and they recognize the value of a strategy-based approach to wealth management delivered by a professional team that can work effectively with them and their existing tax and legal advisors.
We are a strategy-oriented wealth management team, with a broad knowledge base shaped by over 40 years in the financial services business. We appreciate the complexity of managing wealth today and are well aware of the stresses facing business owners and entrepreneurs.
We thrive in creating retirement planning strategies for individuals, business owners and companies. We work closely with investment committees to develop their Employer Sponsored Plans, and ensure they are meeting their Fiduciary duties. We emphasize the importance of Financial Wellness and develop an education strategy to meet the needs of your company and 401(k) participants.
We don't hurry you into making investment decisions. We emphasize discovery and understanding of your financial risks, liquidity needs and time horizon in your life and then structuring your wealth and investments accordingly. Wealth structuring addresses issues ranging from funding your current lifestyle, to investments to meet education expenses, to the most efficient way to pursue legacy planning or philanthropic goals—and other investment objectives that may be important to you.
ChFC®, CAP®, CEPA®, CFP®, CIMA®, CIMC®, CKP®, CLU®, CPFA®, CPWA®, CRPC™, CRPS™, SE-AWMA™
CIMA®, CKP®, CPFA®, CPWA®, CRPC™
AWMA™, ChSNC®, CRPC™, RICP®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
