Start a Plan Today
We provide unique tailored wealth management strategies to support you and your family.
Investment Philosophy
As a PIM (Private Investment Management) Advisor, I create my own portfolio's tailored to each client's needs.
Meet the Team
With over 30 years of wealth management experience, I provide unique value through advanced planning and investment advice for my clients.
Our Approach
Through getting to know your values, goals, priorities, and concerns, we create strategies that are tailored to meet you where you are.
Our History
With over 30 years of experience guiding individuals and small businesses, I am able to provide custom, tailored advice.
Bull & Baird Blog
Read Michael Antonelli's Blog. Michael is our Market Strategist at Baird.
Why work with a PIM (Private Investment Management) Advisor?
As a PIM (Private Investment Management) Advisor, I create my own portfolios and monitor them daily to ensure you are invested appropriately. Since joining the industry in 1993, I've developed a systematic process that consistently creates value for clients - take a minute to learn more about my portfolios and how they might suit your needs.