Clients come first
Integrity is irreplaceable
How we succeed is as important as if we succeed
What Do We Do For Our Clients?
Comprehensive Planning, including:
Client Experience and Process
Our 5-step Wealth Management Process begins with the "Discovery Meeting". This meeting helps our team understand your unique situation, primary concerns, and your objectives. From this meeting, we determine if and how we may be able to help.
Stress Test Offer
We offer the first two meetings in our process - Discovery Meeting and Investment Plan Meeting - to families who want a second opinion on their current situation. This service allows you to get to know our team and our process, and if we uncover areas where we may improve your situation, we will share those recommendations. This service is complementary, and there is never an obligation to form a formal client, advisor relationship.
Our Virtual Family Office
We work closely with Baird experts to provide the best financial advice and service to our clients. We are able to pull from the Baird Wealth Solutions Team and other Baird experts to assist our clients with Advanced Planning needs, such as estate planning, tax strategies, financial planning, education funding tools, insurance needs, business owner services, executive services, and more! Visit Our Extended Team page to learn more about some of these individuals.