Wentworth-Baer Wealth Management

Wentworth-Baer Wealth Management is a fee-only registered investment advisor based in California, founded in 2024. The firm provides personalized investment management and financial planning services to individuals and high-net-worth clients. For investment management, Wentworth-Baer Wealth Management builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating on a non-discretionary basis where client approval is required for trades. Financial planning is also offered as a one-time project-based service covering areas such as retirement planning, tax strategies, estate planning, cash flow, college savings, and risk management. For clients with portfolios of $500,000 or more, financial planning services are included at no additional cost as part of the annual investment management fee. Wentworth-Baer Wealth Management does not have an account minimum to open or maintain an account.