Private Wealth Management
You are successful and have enough to accomplish what's important to you; but how it all fits together efficiently may not be clear. Let us help you turn the good ideas that got you here into a cohesive strategy that will get you there.
Highly credentialed and deeply caring
How we build partnerships that span generations
Technical planning + human understanding
Our extensive scope of work
"An investment in knowledge pays the best interest."
- Benjamin Franklin
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management and putting clients first in all that we do.
We'll walk alongside you, navigating the many twists and turns that life often throws our way.
Senior Investment Consultant
Senior Client Specialist