You are successful, you have enough to accomplish what's important to you, but you may not be clear on how it all fits together efficiently. 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 to last a lifetime.
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.
We'll work with you to take your good ideas and turn them into a cohesive strategy.
Senior Client Specialist