The Lee & Dunn Group

A true financial partner with your best interests in mind

People choose their careers for many different reasons. When we decided to become 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.

In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including: 

• Portfolio management
• Saving for higher education
• Planning for retirement
• Estate planning services
• Investment tax planning
• Insurance

While many financial advisors focus exclusively on Investment Consulting, we take a broader approach, seeking to integrate quality investment management with other areas of financial planning, asset protection, and estate planning. We refer to this as Lifetime & Inter-generational Strategic Planning.
 
Our process is highly personalized and collaborative resulting in a much more comprehensive overview of your values and goals. From this cornerstone we believe we are able to create a more holistic and wide-reaching financial plan that addresses not only your needs today and those later in life, as well as generations to come.

To discover the difference true partnership can make in your financial life, contact us today.