Who We Serve

Each client is unique, with different dreams, different challenges and at different stages of life. The same investment strategy simply does not work for everyone. From years of listening to our clients, we have developed our practice with a focus on your specific concerns, and we have the expertise to deliver a wealth management strategy that is right for you.

At the The Westphal Group we provide personalized wealth management solutions including:

  • Estate Planning Strategies for Individuals and Families
  • Wealth Management Strategies for Corporate Executives
  • Personalized Financial Strategies for Women
  • Investment Programs for Healthcare Practices
  • Investment Strategies for Small Businesses

“We take the time to understand your needs and goals and provide you with insightful wealth management options. We keep you informed on a periodic basis, and can monitor and update strategies, as appropriate, to respond to ever-changing markets and your evolving needs.”
- Paul E. Westphal, CIMA®

Services

What You Need is What We Do

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.

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

BAIRD HIGHLIGHTS