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TBaer Wealth Management

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Erie, PA
TBaer Wealth Management

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At our firm, we have the client—and only the client—in mind. Our mission is for you to THRIVE in retirement, not just SURVIVE.

Our mission is to get to know and understand your needs, wants, and long-term goals.

10/27/2026

As the year winds down, now is an ideal time to revisit charitable giving and legacy planning conversations. Our team encourages clients to clarify long-term goals, consider how appreciated assets may support those intentions, and coordinate with trusted tax professionals to ensure decisions fit within a comprehensive strategy.

Thoughtful giving also provides an opportunity to align philanthropy with family values and the legacy you hope to create for future generations.

If you’re considering year-end charitable intentions, we welcome a conversation about how they can fit within your broader wealth plan.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

10/20/2026

Many people believe retirement planning is simply about hitting a savings number. In reality, a secure retirement requires a complete strategy. At TBaer Wealth Management, we help our clients look beyond account balances and focus on the structure that supports long-term financial confidence.

Our team evaluates income needs, tax exposure, healthcare considerations, investment risk, insurance protection, and legacy goals because each plays a critical role in shaping a sustainable plan. A retirement strategy is strongest when all these elements work together.

If you're unsure whether your assumptions align with the realities of modern retirement, we encourage you to connect with us and review your plan with our team.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

10/15/2026

Building generational wealth begins with intentional coordination. Our team helps families bring together disciplined saving, diversified investing, strategic insurance planning, estate‑related considerations, clear family communication, and regular plan reviews so each step supports long‑term financial stability and growth.

At TBaer Wealth Management, we guide families in building frameworks that protect assets, support future generations, and align with long‑term goals.

If your family is ready to begin discussing a comprehensive wealth planning strategy, we invite you to connect with us.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

10/13/2026

As life goals, retirement timelines, income needs, and risk tolerance evolve, your investment allocation may need to evolve as well. At TBaer Wealth Management, we understand how important it is to ensure that each stage of life is supported by an allocation strategy aligned with long-term objectives.

Regular monitoring and thoughtful rebalancing can help keep your plan on track as circumstances shift. Our team focuses on a structured, personalized approach so your financial strategy remains consistent with your broader wealth planning priorities.

If it has been a while since you reviewed your allocation, now is a good time to revisit it within a personalized plan that reflects where you are today and where you’re headed next.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

10/08/2026

Long-term care planning plays a critical role in protecting wealth, maintaining retirement confidence, and ensuring that assets are preserved according to each family's goals. For affluent families, thoughtful planning can also help reduce future strain on loved ones and support a more coordinated approach to legacy and multigenerational decision-making.

At TBaer Wealth Management, we believe long-term care considerations should be integrated into a comprehensive strategy so families can move forward with clarity and confidence.

If you're exploring how long-term care planning fits into your broader retirement and wealth plan, we invite you to reach out and start the conversation.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

10/06/2026

October is Estate Planning Awareness Month, and it's an important reminder to ensure every financial detail aligns with your long‑term intentions. Our team helps coordinate the financial components of your estate strategy, including beneficiary designations, insurance coverage, asset titling, and charitable objectives, while working alongside your legal professionals for proper documentation.

Estate planning is most effective when every piece is thoughtfully organized. If you haven't reviewed your estate‑related financial considerations recently, now is a great time to take a closer look.

We encourage you to start the review today.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

10/01/2026

October is National Financial Planning Month, and it’s an important reminder that a coordinated approach to your retirement, investments, insurance, and estate-related goals can make all the difference in your long-term security. At TBaer Wealth Management, we rely on our four-stage process—goal identification, plan design, implementation, and ongoing monitoring—to help ensure every part of your financial life works together with intention and clarity.

If you’re ready to begin a planning conversation, we invite you to reach out.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

09/29/2026

Preparing for retirement is a process, and there are often early indicators that someone may be moving in the right direction. As individuals refine their income plan, establish a healthcare strategy, reduce outstanding debt, adjust investment allocations, review insurance protections, and coordinate key estate‑related documents, they may be building a more secure financial foundation for the years ahead.

At TBaer Wealth Management, we help clients understand how each of these components works together so they can make informed decisions with confidence.

If you would like to discuss your retirement readiness with our team, we would be glad to help.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

09/22/2026

With 100 days left in the year, our team at TBaer Wealth Management is taking a close look at the key areas that help keep long-term strategies on track. Now is an ideal time to confirm that retirement contributions are aligned with goals, charitable intentions reflect your priorities, beneficiary designations are up to date, and tax coordination and investment positioning continue to support your broader wealth planning objectives.

A thoughtful year-end review can help ensure your financial strategy remains aligned with your vision for the future.

If you'd like to discuss your own year-end planning, we encourage you to schedule a conversation with us.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

09/17/2026

Taxes can play a meaningful role in overall investment outcomes, which is why our team considers tax implications alongside risk, time horizon, account type, and long‑term goals. While we never offer tax advice, we believe coordination with qualified tax professionals is an important part of a well‑structured wealth plan.

At TBaer Wealth Management, we prioritize thoughtful, tax‑aware investment planning that aligns with your broader financial strategy and long‑term objectives.

If you're interested in discussing how tax‑efficient considerations can support your investment approach, we invite you to reach out to explore a comprehensive planning conversation.

Securities offered through Arkadios Capital, LLC (Member FINRA and SIPC). Advisory services through Arkadios Wealth. Arkadios and T. Baer Wealth Management do not share any ownership. Past performance does not guarantee nor is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice.

Address

208 E. Bayfront Pkwy Suite 202
Erie, PA
16507

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18144596669

Website

http://www.tbaerwealthmanagement.com/

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