Baehr Wealth helps business owners optimize tax-efficient investment performance, provides strategies to retain and insure the loss of key talent, and assists with business contingency & generational planning.
Learn MoreBaehr Wealth Management helps the leadership at Intel manage their wealth through a personalized approach and process-driven strategy which can include tax-efficient investment strategies, SERPLUS, Sophisticated OSU equity strategies for senior management, and concentrated stock position management for Insiders.
Learn MoreBaehr Wealth Management helps company leaders and senior managers navigate the landscape of tax-optimized vehicles and hone in on optimal strategies to minimize unnecessary costs.
Learn More"If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes."
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Learn MoreThere are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
Learn MoreEstablished in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
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