Our Services

What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Wealth 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 education

Retirement planning

Trust services

Wealth transfer

Charitable giving

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Investment Management

Portfolio management

Comprehensive advisory solutions

Alternative investments

Cash management

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Risk and Liability Management

Insurance lending services

Tax planning

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Advice Each Step of the way

⸺ for every life stage and situation ⸺

Accumulation

This is the time to map out the course to realize your financial goals. This includes budget analysis, education fund planning, equity compensation analysis, inheritance planning, among other considerations.

Pre-Retirement

Now is the time to stay the course and make significant progress. A few areas of focus include insurance review, tax and trust strategies, family wealth briefing, maxing out retirement savings, and investment behavior coaching.

Retirement

This is when it all comes together. At this stage we consider funding a passion project, social security and Medicare review, philanthropic endeavors, wealth transfer planning, and peace of mind.

Wealth Transfer & Distribution

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Pursue Your Financial Goals

Every financial journey is unique. Our financial professionals are here to provide the guidance you need to pursue your personal financial goals.

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