Where do you want to go? We'll get there, together.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
News & Insights
The latest market and planning insights from Baird’s financial specialists.
Women’s Wealth
At Baird, we’re proud of our more than 100 year history - and we know it has been shaped by the women who helped make it
Services
The trust that’s so crucial to what we do for you is something we take very seriously
About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Our Profile
Imagine a partner that helps you achieve the things you want for yourself and the people you care about most.
Our Practice
From investment advice to financial planning to managing risk, our wealth management philosophy is built around simplifying your life.
Michael Antonelli's Quick Takes: Inflation
Quick Takes: Odds to Succeed at Investing
Quick Takes: Potential Tax Changes Under the Biden Administration
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.