Baird's Financial Advisors in Akron, OHGary Wright : Welcome to Baird
Gary Wright - Akron, OH

Gary WrightQPFC, CDFA™

Senior Vice President
Financial Advisor
Qualified Plan Consulting Group
Akron Office
Phone: (330) 664-5500
Toll Free: (877) 792-7868
Fax: (330) 664-5550
gwright@rwbaird.com
Contact Me
Robert W. Baird & Co.
3875 Embassy Parkway
Suite 300
Akron, OH 44333
Map/Directions

 

Services

 

What You Need is What We Do

 

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

 

Divorce Planning

Divorce attorneys, who choose to include a financial expert, want to help their clients get the most favorable results possible through settlement or as a result of a contested trial. As a Certified Divorce Financial AnalystTM (CDFA®), I team up with divorce lawyers to blend professional expertise. I work as the strategist and provide information regarding financial implications in divorce settlements. I also assist with property valuation, income and expense projections, and discussions of economic issues in the aftermath of divorce.

This important role serves as a reality check to manage expectations of both parties, without representing either side – a role that an attorney cannot play.

 

Financial and Estate Planning

  • Retirement and education planning
  • Tax planning
  • Wealth transfer
  • Charitable giving

Investment Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management

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