The Baumer Wealth Management Group
We work with high-net-worth individuals, couples and families, and we also offer experienced advice and guidance to businesses and other closely held enterprises.
The clients we serve have created significant wealth in a variety of ways. Each one of them, whether individual, family or business, is different—with distinct personalities and circumstances, and singular challenges and needs.
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.
Glenn Baumer is a strategy-oriented wealth management advisor with a broad knowledge base shaped by years in the financial services business. He has over 35 years of experience, offering advice and guidance to individuals, families and businesses. He appreciates the complexity of managing wealth today and is well aware of the stresses facing business owners and entrepreneurs. He speaks the language of business.
Breanne Pfeffer and Tiffany Nguyen are mature, attentive and responsive client service associates. They round out the team and are committed to delivering a client experience that exceeds your expectations.
A Holistic Approach to Wealth Structuring
Glenn doesn't hurry you into making investment decisions. He emphasizes discovering and understanding the 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.
