Available Services

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Wealth Management
  • Review and analysis of estate plans
  • Long-term care and disability analysis
  • Charitable giving coordination
  • Life insurance and annuity advice
  • Trust analysis
  • Wealth transfer and business transition
Investment Management
  • Value oriented investment philosophy
  • Managed volatility
  • Emphasis on income
  • Invest largely in individual stocks and bonds
  • Transparent fees
  • Tax-efficient investing strategies
  • Stock options
Relationship Management
  • Liaise with your professional team (accountants, attorneys, etc.)
  • Multi-generational planning and education offered for younger generations

Financial Planning
  • Financial planning to meet your goals
  • Budget planning
  • College planning and 529 accounts
  • Social Security and pension analysis
  • Retirement planning strategies and 401k plan reviews
Socially Responsible Investing
  • Environmental, Social and Governance (ESG)
Second Opinion Services
  • Which of the people you care about most would benefit from a second opinion? Learn more HERE

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