Baehr Wealth Management specializes in wealth management for business owners and corporate executives in the technology space, many of whom work at Intel.* We deliver a focused, process-driven approach to clients with at least $500K in liquid assets who have more sophisticated investment requirements, options, and restrictions than a generic, “pie chart approach” would be appropriate for.
Our clients are high income, with high or ultra-high net worth. The lash of the tax-man cuts especially deep, and mistakes come at a higher cost. They have a myriad of complicated plan options each with their own moving parts, and depend on our expertise while they spend their time in the trenches of Corporate America, building their own business empires- or for those who have made it to this stage; enjoying financial freedom volunteering for causes they are passionate about, spending time with their families, and traveling. Each family we work with has their own regularly-updated financial plan to serve as their personal financial roadmap, and each enjoys an up-front and transparent approach in everything from performance reporting to how we communicate.
To this end, we understand that time is precious, and if we do not feel there is a mutual fit then we will be up-front with you from the start. To put that in writing, each one of our clients can personally identify with at least one of the following bullet points (often times several); if you cannot, than we feel the value of our expertise is reduced relative to other, more generic practices:
- Those whose current portfolio of liquid assets are producing a significant tax burden relative to “on-paper” performance
- Those with a significant tax burden resulting from very high household income; especially if derived from a single sector of the economy and/or from a profession with a statistically high level of tort risk
- Owners of companies &/or self-employed 10-99 contractors who recognize the value of Business Planning such as entrepreneurs hoping to tax-shelter income, protect against risks, and/or prepare for a transition to the next generation or sale
- Those with equity-based compensation plans such as restricted stock, ESOP, privately-held stock, or ESO/ISO stock options; especially with insider trading restrictions
- Those with access to company-sponsored deferred-compensation plans
- Owners of concentrated individual stock positions; especially those stuck with very large unrealized capital gains
- Those with complex compensation contracts navigating a merger, acquisition, or public offering
- Individuals retired or planning to retire from the above categories who now require multiple streams of income with minimal historical underlying asset value correlations
Past performance is not indicative of future results. As federal and state tax rules are subject to frequent changes, you should consult with a qualified tax advisor prior to making any investment decision.
* Baehr Wealth Management of Raymond James is independent from, and is not affiliated with nor endorsed, authorized, or sponsored by Intel.
