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Comprehensive Wealth Management

Allowing you to focus on what matters.

Your Story. Your Wealth. Your Legacy.

Behind every individual, family and business is a unique story. A story filled with dreams, ambitions and celebrations of success. At Baird, we take the time to learn about your story and your financial vision. Drawing on a team of financial experts, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter of your life.

Wealth Management for Individuals & Families

Discover how we can create a tailored wealth management strategy that supports your long-term financial goals

Financial and Tax Planning

Financial and Tax Planning

We work hand-in-hand with our CERTIFIED FINANCIAL PLANNERTM professionals to create a personalized roadmap, based around your needs and goals or those of your family, to help build long-term financial stability.

Trust Services & Estate Planning

Trust Services & Estate Planning

Working in collaboration with Baird Trust and estate planning experts, we help you build your legacy, whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.

Investment  Solutions

Investment Solutions

With access to a broad range of investment products that include managed accounts, stocks, bonds, options, mutual funds, annuities, and insurance, we can pair you with the right solution to help you reach your wealth goals.

Wealth Management for Businesses

Discover how we can help you create a wealth strategy designed to secure your personal and business legacy.

Business Owner Solutions

Business Owner Solutions

Drawing on the knowledge and hands-on support of our team, we deliver financial and business advisory services in the areas of mergers and acquisitions, capital, business valuation, ESOP advisory, and exit planning, with a specialized focus in middle-market businesses.

Qualified Plan Consulting Group

Qualified Plan Consulting Group

To help you focus on running your company instead of maintaining your employees’ retirement plan, we with our team of retirement planning professionals to pair your business with a plan that aligns with the financial goals of your employees and business, uncovers potential growth opportunities and evolves with your changing needs.

Let Us Help You Redefine What's Possible.

It all starts with a conversation. Contact us to learn more about how Baird can help you achieve your vision for the future.

Let's Start a Conversation.

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