Services

Downtown capabilities. Hometown service.

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Our client-first approach has resonated with investors since our office opened in 1997. With Baird, we have access to exclusive investment opportunities and resources. This combination of service and expertise allows us offer "downtown capabilities" with "hometown service".

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, 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 which allows us to design custom solutions for you.

Our Comprehensive Financial Services

Financial and Estate Planning

  • Retirement and education planning
  • Tax planning
  • Wealth transfer
  • Charitable giving

Investment Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management

Risk and Liability Management

  • Income protection strategies
  • UITs
  • Lending services


Click here for diagram of Baird service offerings



BAIRD HIGHLIGHTS