Baer Wealth Management

Client Details

Engagement: Operations & Strategic Marketing
Investment Advisory

Project Description …


What was needed ...

  • Strategic marketing plan
  • Operations & personnel management
  • Succession planning
  • IT services

What we did ...

  • Created strategic marketing plan
  • Aligned marketing & growth targets
  • Assisted with personnel hiring & transitions
  • Conducted quarterly reviews
  • Provided IT services

The results ...

  • All projects on-time & on-budget
  • Transitions completed ahead of schedule
  • Firm on growth trajectory

Strategic Marketing Plan

We needed a roadmap to guide our firm’s growth. eyeQuest took time to understand our business, goals and objectives, and worked closely with our management team to develop a strategy and marketing plan to make it happen. They're experts at what they do!

Bill Baer

President & CEO

Baer Wealth Management


Bill Baer

President & CEO

Baer Wealth Management

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