Baird Online is your secure, online portal where you can link, view and track all your financial accounts, providing you a complete picture of your net worth while managing your day-to-day finances and keeping you on track to meet your wealth management goals.
What is 360 Wealth?
A secure online service on Baird Online where you can view all your finances in one place.
Link a variety of non-Baird accounts to give you a holistic view of your financial wellness, including:
View a comprehensive Net Worth Statement
Track changes in your portfolio
Manage and view your current month budget, spending and cash flow
Need help getting started? Give our team a call at (414) 765-1450.
Subject Experts for Advanced Planning and Analysis
Meet some of our extended team members we consult with regularly to serve our clients.
Michael Antonelli PWM Market Strategist
Kathy Carey Director of PWM Research & Planning
Scott Grenier Manager- Financial & Estate Planning