Our Story and Services

Working closely with you, we will develop an investment strategy focused clearly on your objectives — one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. We apply our knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters.

When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important— your progress toward your goals.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Endowments and Foundations3
  • Estate Planning Strategies4
  • 401(k) Rollovers
  • Municipal Bonds5
  • Retirement Planning6
  • Asset Management7
  • Trust Accounts8
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

3700 Embassy Parkway
Suite 340
Akron, OH 44333
US
Direct:
(631) 755-1615(631) 755-1615
Toll-Free:
(877) 594-0045(877) 594-0045
58 South Service Road
Suite 400
Melville, NY 11746
US
Direct:
(631) 755-1615(631) 755-1615

Meet Baer Wealth Management Group

About Me

Ken drives the team’s group retirement practice and oversees our wealth advisory process. He also has primary responsibility for several investment strategies in client’s discretionary accounts. A 1983 graduate of the Daniels School of Business at the University of Denver, Ken joined PaineWebber (later becoming UBS) in 1996, and co-founded the Baer Wealth Management Group.
Ken has served as a community volunteer and officer, including the boards and committees of Temple Beth Torah, Huntington Arts Council, Crones and Colitis Foundation, United Cerebral Palsy Association, United States Golf Association and PGA Tour. Ken resides in Dix Hills, New York with his wife, Robin.
Securities Agent: VA, TX, TN, SC, PA, OR, OH, NY, NV, NJ, NC, MO, MI, MD, MA, KY, IN, IL, IA, GA, FL, DC, CT, CO, CA, AZ, AR; General Securities Representative
NMLS#: 1401643

About Me

Mark oversees the Baer Wealth Management Group’s asset allocation and investment selection process. As a Portfolio Manager, Mark has primary responsibility for bond, stock and option portfolio management strategies in our client’s discretionary accounts. A graduate from The Ohio State University, Mark joined PaineWebber (later becoming UBS) in 1983 as Vice President, Portfolio Manager, and cofounded the Baer Wealth Management Group. Mark made the decision to join Morgan Stanley in 2012.
Mark has served as a community volunteer and officer, including boards and committees of American Red Cross, Akron-Canton Regional Food Bank, Akron Jaycees, Lippman Day School, Temple Israel, Jewish Community Board of Akron, Shaw JCC of Akron, Akron Marathon and Rosemont Country Club. Mark resides in Akron with his wife Cathy.
Securities Agent: OH, VA, TX, TN, SC, PA, OR, NY, NV, NJ, NC, MO, MI, MD, MA, KY, IN, IL, IA, GA, FL, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1310746

About Me

Mike joined the Baer Wealth Management Group in 2007 with an emphasis for business development and client relationships for individual clients and business retirement plans. Utilizing his previous business and finance experience, he helps to prepare clients for retirement. Mike earned a B.A. and M.S. degree in chemistry from Southern Connecticut as well as an MBA from the University of Connecticut.
Mike and his wife, Teri, reside in Akron and have two adult children and a grandson. He is a golfer and runner and participates on several nonprofit community boards and organizations.

About Me

Karen attended Kent State University where she studied Business Management. She has been in the financial service industry since May 1982.
Karen resides in Strongsville, Ohio with her husband Joe. They have two sons, Michael and Adam.

About Me

Barbara graduated from SUNY at Farmingdale with an Associate Degree in Applied Sciences. She has worked in the financial industry since 1994. Her knowledge, experience and attention to detail fully support the Baer Wealth Management Group.
Barbara resides in Bellport, New York.
From Our Team

Researched Covered Call Strategy


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
Do You Know Where All Your Retirement Savings Are?

Do You Know Where All Your Retirement Savings Are?

As your retirement accounts multiply, it can be difficult to keep track of how much you have saved. Consider consolidating your accounts.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Using Option Strategies in Today's Market Through a Mutual Fund or Separately Managed Account

Using Option Strategies in Today's Market Through a Mutual Fund or Separately Managed Account

Another type of strategy that has gained interest is the use of options to generate income and/or provide some hedge from equity.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Learning to Draw Purpose From a Deeper Well

Learning to Draw Purpose From a Deeper Well

A party promoter who became an advocate for clean water in impoverished communities around the world shares insights on how to embrace our better selves by helping others.

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OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

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Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact Baer Wealth Management Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

5Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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