Partners for the Long Run
The Kiessel Rivard Group takes pride in building long-term partnerships with its clients. We strive to exceed our clients' expectations in service. We create and manage investment plans that are designed to meet their needs. Our investment philosophy and the Baird Wealth Management process have been developed, and are continuously improved upon, with this in mind. We work daily to earn and maintain our clients' trust and welcome the opportunity to help plan your financial future.
Our investment philosophy is to formulate a long-term financial plan closely aligned with our client's financial goals as well as risk tolerance, and then recommend an investment strategy and portfolio that is tailored to meet that client's needs. We believe the foundation to a successful investment program comes from pursuing detailed fact finding, setting consistent objectives and implementing a plan that is regularly monitored.
The Kiessel Rivard Group's Vision
To be the best financial lifestyle counselor to our clients providing comprehensive wealth management services delivered with the utmost integrity, objectivity and commitment to their personal success.
- Baird 2012 Annual Report:
Staying true to our values,
clients, culture and strategy.
- 2013 Outlook: The Markets, Economy and Your Wealth Management
- American Taxpayer Relief Act of 2012
Agreement avoids most ramifications of fiscal cliff, but more work remains.
- Permanent Estate & Gift Tax Relief
- Baird Ranks No. 14 on FORTUNE’s 2013 100 Best Companies To Work For® List — a message from Paul Purcell, Baird Chairman, President & CEO.
- Quarterly Market Update
- Baird Investment Digest