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1414 Raleigh Road, Suite 420, Chapel Hill, NC
We promise to bring the best practices of wealth management to our work with you. We promise to never lose sight of the fact that our relationship with you is bigger than numbers. Our vocation is to be your partner; to build an enduring relationship based on trust and integrity.
Join us for an informative discussion with a member of Baird’s Private Wealth Management Group, Senior Estate Planner, Gail Freeman, J.D.. Gail will discuss the building blocks of a solid estate plan.
Expert advice is crucial in wealth planning. These professionals assist in completing your financial picture.
World-class resources and expertise for providing comprehensive wealth management.
From investment advice, to financial planning, to managing risk, our wealth management philosophy is built around simplifying your life.
We invite you to take a virtual tour of our office.