How We Can Help
Ever since we opened our doors in 1919, we’ve given our clients peace of mind that a financial partner fully invested in their success was looking out for their best interests.
For financial advice to be personal and meaningful, it needs to be rooted in an understanding of how your life is unfolding, how one decision impacts the next. That’s why we’ve evolved the traditional financial advisory relationship to offer comprehensive wealth management. More than just investment advice, wealth management at Baird is about your big picture – identifying what’s most important to you and building a plan that delivers on those priorities.
No matter where you are now and where you’d like to go, you should have confidence knowing your Baird Financial Advisor will always be there helping you make smart decisions for your future, every step of the way.
Your Baird Financial Advisor can help get you from where you are now to where you want to be.
Regardless of where you are in your life’s journey or what you envision for your future, we have the investment and planning expertise, tools and resources to guide you through the simplest or most complex decisions. Let us show you how we can help by clicking on any of the following wealth management areas:
Retirement Planning
Make sure you can enjoy the success you've earned at the end of your career.
Tax Planning
Simple steps to help ensure you’re not leaving money on the table with your taxes.
Education Funding
Help the people you care about acquire the tools and skills to ensure their own success.
Estate Planning
Ensure the future you want for the people and causes you care about while making a difficult time easier.
Charitable Giving
Giving back can be its own reward, but your generosity can go further and reward you in other ways.
Cash and Lending Services
Understand where your money is and ensure it’s there for you when you need it.
Insurance Planning
Be ready for the events and expenses you can’t foresee – so you can focus on what’s important.
Business and Executive Services
If you’re an owner or senior executive, your business is one of your most important investments.