Advice for the Life You Lead

People choose their careers for many different reasons. When we decided to become a Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

>We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

  • Portfolio management
  • Saving for higher education
  • Planning for retirement
  • Estate planning services
  • Investment tax planning
To discover the difference a true partnership can make in your financial life...

 
Paul & Steve discuss Baird's Culture

A Little Bit About Paul Purcell and Steve Booth | Baird from Baird on Vimeo.