We offer a wide range of wealth management services. By combining this with sound financial advice, we believe you will be better able to identify your goals and make informed decisions to help reach them.

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then apply appropriate financial strategies to help optimize your wealth.

Our multigenerational investment planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity, confidence and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.

Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.

We provide corporate executives and small business owners with recommended strategies designed to help increase corporate and personal net worth. These services include guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.

While there are many different tax management strategies to consider – such as tax loss harvesting, charitable giving, exemptions and deductions – the ideal place to start is determining the changes that will be best for your overall portfolio. With your overall portfolio strategy and long-term objectives in full context, there are several proven tactics you can use to seek to help minimize tax liabilities.

Our team will provide you with an independent investment perspective on various tax and estate strategies you may be considering and refer you to qualified tax specialists. We also suggest talking to your tax advisor.

We will review your current estate plan to ensure it is up to date and properly structured to help protect you, your family and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning.

We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding strategy, whether a 529 Plan, an Education IRA (also known as Coverdell), a Custodial Account, or another method.

Risk management is a crucial component of a comprehensive, long-term wealth plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life and long-term care insurance. We will also review your existing insurance policies.

Through Baird’s Liquidity Solutions platform offers qualified investors must-needed financial flexibility, letting you access cash or credit without having to make changes to your portfolio.

Footnote: Baird’s liquidity solutions are not appropriate for all clients. Please read about Margin and the Securities-Based Lending Program under the Additional Services section of the Important Disclosures page for more information.