Our Practice

The Naleid McGuire Group’s mission is to be your trusted wealth advisor and help you grow your wealth in a manner that is consistent with your goals, time horizon and risk comfort level.  For more than 35 years we’ve been helping individuals, families, and business owners make smart financial decisions about their future.

We have the resources, knowledge and expertise to create a wealth management plan that’s right for you – plus, as employee-owners, a personal stake in seeing that plan deliver on your priorities.

Through our ongoing and collaborative relationship, we work with you in formulating a plan to help you achieve your financial goals.

  • We first have a conversation to get to know you, gathering information to better understand your complete financial picture and what’s important to you.
  • We work with you to prioritize your financial goals and gain an understanding of your risk tolerance.
  • Taking into consideration your financial priorities, risk tolerance and time horizon, we look for gaps and opportunities.
  • Drawing on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to formulate an investment strategy.
  • We recommend a custom solution and, with your trust and confidence, implement it in accordance with the investment policy guidelines you help us set.
  • We consistently review your portfolio and measure performance to make sure the solutions we create adjust as your life changes.
  • We provide ongoing management and oversight to help keep your plan on track.
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