Glenn Baumer

Background

About Glenn Baumer

Managing wealth extends beyond building investment portfolios and developing asset allocation strategies. It means collaborating with individuals and families to define what matters most as they prepare for the next stage of life and the financial implications of such planning. I manage each relationship in a personal, customized way; a process that revolves around the client. Each person's life goals are unique, while sharing common priorities. Many look for my advice and guidance with the unanswered questions centered on the seven key life priorities: Family, Finances, Health, Home, Leisure, Work and Giving. Working along with our team of specialists, I provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. I appreciate the complexity of managing wealth today and am well aware of the stresses facing business owners and entrepreneurs. When I am not in the office you'll find me fly fishing, target shooting or competitive driving. I enjoy spending time with my grandchildren and our dogs. Retired Officer US Coast Guard Reserves. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo; Chartered Retirement Plans Specialist℠, CRPS®, and the CRPS® logo, and the certification marks Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo.*CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and is used by permission.*Asset allocation does not ensure a profit or protect against loss in a declining market