Fred Gartrell, CDFA^®, CRPC^®, AAMS^®

A True Financial Partner for Women

We all know what extraordinary attention and service are.  We can’t always quantify it but we know it when we see it.  It is seamless and appears almost effortless.  Often we take it for granted until we deal with another firm or person who does not provide this same level of focus.  We strive to provide all our clients with exceptional service, timely communication, and attention to detail.  Women have a unique set of challenges and we are here to address those each and every day. 

We have closely guided women and their families through many market cycles, led by a thorough understanding of each woman's particular situation and an unwavering commitment to keep their interests first.  Moreover, we understand how investment advice and guidance are simply inputs in the greater financial planning process.  When one combines exceptional service and communication with professional investment guidance and planning a successful relationship is at hand.

In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including:

• Portfolio management
• Planning for retirement
• Estate planning services
• Investment tax planning
• Insurance
• Divorce Financial Analysis

To discover the difference true partnership can make in your financial life, contact us.