Fred Gartrell, CDFA®, CRPC®, AAMS® | Baird Private Wealth Management

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Strategies tailored for every generation.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

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. We look forward to working with you.

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Philosophy

Team

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Services

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

My Practice

From investment advice to financial planning to managing risk, my wealth management philosophy is built around simplifying your life

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Divorce Services

From a Divorce Financial Analyst

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About Baird

In Baird, we have a partner that shares our passion for wealth management

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