Our team really has one goal every day when we come to work, to bring peace to our client's financial lives so they can focus on living their dreams.
- Kent R. Elliott, CIMC® ,CPWA®
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Welcome to the family!
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Baird Wealth Strategies Webinar Events
A program that offers live education and insights on timely wealth management topics.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Meet Our Team
This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 05/15/2023 through 11/30/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,163 Sacramento-area wealth managers were considered for the award; 110 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 946, 107, 11%, 2/1/23, 6/6/22 - 12/9/22; 2022: 1,082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1,080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1,006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1,011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1,040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.