A true financial partner with your best interests in mind

Putting Our Clients First | Baird Private Wealth Management

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, medical professionals 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.

At Baird, you have a partnership that holds a passion for wealth management, with world-class resources and deep expertise to support you in your mission and provide the very best advice and service for you in important areas, including:

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

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

A Brief Overview of Our Process 
At Baird our team has developed and refined a process to increase wealth and manage taxes to give our clients a simple and elegant life up to and through retirement. We have a multi-generational team that helps through all major life events including, but not limited to, retirement, college savings, wealth accumulation, life insurance, pension assessment, and job changes. Please visit the Our Practice page to see how we work with clients to accomplish their financial goals by getting to know them and building a long-lasting and personal relationship.