Guiding Your Wealth – Shaping Your Future
We share a genuine passion for making a positive impact in our client’s lives. By providing valuable advice, guidance and tailored solutions, we assist our clients in reaching their financial goals and improving their overall well- being.
Helping our clients achieve financial success is what brings us joy and why we love what we do.
Your Success
Over the long term
Our multigenerational practice has been carefully designed and structured in a way to be able to address your entire family’s needs down through the generations.
No matter the financial life stage, our team can meet you there.
“We listen and help break down easy-to-understand options to help develop a financial strategy specific to our
clients' needs.”
- Jennifer Haldemann
Our Practice
Bringing It All Together
We strive to connect all aspects of your life, especially where personal meets financial. We gather all the complex pieces, then we assess, implement, and support you in achieving your evolving goals.
We specialize in simplifying complex financial matters for our clients.
OUR FOUNDATION
Integrity, Hard Work and Dedication
BAIRD
An independent and employee-owned firm, built on shared values of integrity and honesty, has given us the foundation to establish and maintain quality relationships with each other and those we serve.
HIGHER CREDENTIALS
Through collective hard work and commitment to constant learning, our team’s expertise has been recognized by numerous industry organization and publications.
FAMILY WEALTH ADVISORS
Our team has undergone a rigorous and intentional program to guide ultra-high-net-worth individuals and their families through significant transitional events and multifaceted opportunities.