Services

At TBaer Wealth Management, our process reflects our commitment to safety and reasonable returns, with your goals always at the forefront. In order to introduce ourselves to one another, we'd like to invite you to attend one of our complimentary workshops. During this presentation, we will share about our Safer Money Solution philosophy and introduce you to our unique advantages as an independently owned and operated boutique style firm.*

After enjoying your complimentary workshop, if you feel that TBaer Wealth Management is the right fit for your financial needs and objectives, we will schedule a complimentary meeting either in our fully functional office or at your home. That's right, we are willing to come to you if need be! Between one of our workshops and a complimentary visit, we will be able to determine whether we are the right fit for one another.

That's it - A complimentary meal at a prominent local restaurant, then a complimentary meeting. Great deal right?! If you feel this is a great way to learn whether TBaer Wealth Management is right for you, please contact us as soon as possible to schedule to attend a complimentary workshop.

*This means that we aren't constrained by large company politics and policies, as well as we are free to work with many financial products or ideas traditional wire houses will not offer.