Services

Finding Solutions to Address Your Concerns

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

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

Risk and Liability Management

  • Income protection strategies
  • UITs
  • Lending services

BAIRD HIGHLIGHTS