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TBaer Wealth Management

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Erie, PA
TBaer Wealth Management

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.

08/25/2026

When comparing a Roth IRA and a Traditional IRA, it’s important to consider how each option supports your long‑term financial goals. These accounts differ in tax treatment, your anticipated retirement timeline, and how your current income may shape the strategy that best fits your broader wealth plan.

A Roth IRA may appeal to those who prefer tax‑free withdrawals in retirement, while a Traditional IRA may suit those who benefit from tax‑deferred growth today. Understanding how each aligns with your planning goals can help ensure your retirement strategy stays intentional and forward‑looking.

If you’re evaluating which approach may support your overall plan, we encourage you to reach out to discuss your retirement savings strategy.

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.

08/20/2026

As people live longer, planning for an extended retirement has never been more important. At TBaer Wealth Management, we help individuals consider the durability of their income streams, the long-term impact of healthcare costs, and the role inflation plays in preserving purchasing power over time.

Our team also guides clients in aligning their legacy priorities with a strategy designed to support both their lifestyle and long-term goals. Thoughtful preparation today can help create greater stability and confidence in the years ahead.

If you're thinking about how to prepare for a longer retirement, connect with our Erie, PA team to learn how we can support your planning.

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.

08/18/2026

Major life changes—such as marriage, divorce, the birth of a child, or the passing of a loved one—can significantly impact the effectiveness of your estate plan. At TBaer Wealth Management, we remind our clients that reviewing beneficiary designations and estate-related documents is essential to keeping their financial intentions aligned with their current circumstances.

Accurate beneficiary planning helps ensure that retirement accounts, life insurance policies, and other assets are transferred according to your wishes. Our team encourages coordination with legal and tax professionals to help ensure these decisions are both thoughtful and comprehensive.

If you’d like to review how beneficiary planning fits into your overall financial picture, contact us to get started.

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.

08/13/2026

Cash reserves play an essential role in a strong financial plan. They give our clients the flexibility to navigate emergencies, temporary income disruptions, large purchases, and periods of market uncertainty without derailing long‑term goals.

By balancing liquidity with our broader investment strategy, we help ensure that short‑term needs are supported while long‑term opportunities continue to grow.

If you want to discuss how cash reserves can fit into your overall financial plan, we invite you to reach out to 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.

08/11/2026

As business owners review their 401(k) plans, it is essential to evaluate key areas such as plan design, employee participation, education strategies, fee structures, and ongoing fiduciary responsibilities. A well‑managed plan not only supports your workforce but also strengthens your overall benefits strategy.

Our team helps employers navigate these considerations with clarity and confidence, ensuring their retirement plan remains aligned with long‑term organizational goals.

If you're exploring ways to enhance your company’s retirement plan, we invite you to connect with our team to discuss how we can support your efforts.

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.

08/06/2026

Staying disciplined with a long-term investment plan is essential, especially when headlines create short-term noise. At TBaer Wealth Management, we emphasize maintaining a clear time horizon, thoughtful diversification, and regular monitoring to help ensure each strategy remains aligned with individual goals.

Our team encourages investors to remain focused on the broader plan rather than reacting emotionally to market fluctuations. Consistency and structure often play a more meaningful role in long-term success than day-to-day movements.

If you have not reviewed your investment plan recently, we invite you to consider whether it still reflects your priorities and goals.

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.

08/04/2026

Understanding the difference between term life and whole life insurance can be an important part of building a strong financial foundation. Each type of coverage serves a distinct purpose, and the right choice depends on your family responsibilities, income needs, retirement goals, and long‑term legacy intentions.

At TBaer Wealth Management, we help clients evaluate how each option fits into their broader financial plan. We focus on ensuring that coverage aligns with overall wealth planning, from retirement income strategies to estate considerations.

If you're exploring how life insurance can support your long‑term financial goals, we invite you to connect with us to discuss the right fit within your comprehensive 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.

07/31/2026

Retirement income needs rarely stay the same, which is why building flexibility into a long‑term plan is essential. Changing expenses, market conditions, tax considerations, healthcare costs, and shifting lifestyle priorities all play a role in shaping how you use your savings over time.

At TBaer Wealth Management, our team uses a four‑stage process designed to help you stay prepared for what’s ahead. We start by identifying your goals, then designing a plan to support them. From there, we implement your strategy and continue monitoring your plan as life and markets evolve.

If you’re looking for guidance that adapts with you, we invite you to connect with us to learn more about our approach to retirement income planning.

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.

07/28/2026

Market volatility can be unsettling, but short-term market movement is not the same as long-term risk. Our team focuses on building plans that reflect your goals, time horizon, income needs, and overall risk tolerance so you can move forward with clarity and purpose.

At TBaer Wealth Management, we believe long-term planning provides structure and discipline, even when markets fluctuate. If you’d like to review your strategy, we invite you to schedule a conversation 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.

07/15/2026

The dog days of summer are here, and our team at TBaer Wealth Management is stopping by to say hello from Erie, PA.

We hope you're enjoying the warm weather, taking a moment to relax, and making the most of the season.

If you have questions about your retirement planning, investment strategies, or would like to review your 401k, IRA, or overall wealth planning before summer winds down, we're here to help. Our team is always ready to connect and support your financial goals.

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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