CompaniesdividerBaer Wealth Management

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Baer Wealth Management

linklinkedinfacebooktwitter

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.

Headquarters:
101 Village Parkway, Marietta, Georgia, United States, 30067
Industry:
Financial Services
Founded:
2009
Employees:
7
Annual Revenue:
-
Type: Private
Ticker: -
United States 6
Portfolio ManagementCharitable GivingWealth TransferInvestment ConsultingTax ConsultingFinancial ServicesWealth EnhancementFinancial PlanningWealth Protection
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Baer Wealth Management

Let us help answer the most common questions you might have.

Where is Baer Wealth Management located?

angle left

Baer Wealth Management's headquarters is located at 101 Village Parkway, Marietta, Georgia, United States, 30067

What is Baer Wealth Management's official website?

angle left

Baer Wealth Management's official website is baerwealth.com

What is Baer Wealth Management's SIC code?

angle left
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Baer Wealth Management's NAICS code?

angle left
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Baer Wealth Management have?

angle left

Baer Wealth Management has 7 employees

What industry does Baer Wealth Management belong to?

angle left

Baer Wealth Management is in the industry of: Financial Services

What are Baer Wealth Management's social media links?

angle left

Baer Wealth Management Twitter page
Baer Wealth Management Linkedin page

Browse other Companies

ABCDEFGHIJKLMNOPQRTSUVWXYZ

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog