Our Practice

Mission Statement

To guide the wealth management of individuals, executives, and affluent families by offering trusted and client-focused services that draw upon our experience in advising, relationship management, and the strength of Baird.

Investment Philosophy

Our investment philosophy is centered upon discovering the unique needs, goals and objectives of our clients in order to gain a deeper understanding of their financial picture. We then provide tailored solutions, along with disciplined investment risk management, to encompass every aspect of their financial lives. We strive to build long-lasting, multi-generational relationships with our clients founded on trust, care and superior customer service.


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Quick Takes: Potential Tax Changes Under the Biden Administration