Services | Baird Private Wealth Management

Our Services

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.

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.

We offer the following areas of expertise as a part of our Wealth Management experience.

Financial, Estate & Tax Planning

Retirement & Education planning
Tax Planning
Estate Planning & Trust Services
Wealth Transfer strategies
Charitable giving strategies
Social Security & Pension

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Risk & Liability Management

Income Protection strategies
Risk mitigation strategies
Liquidity solutions

Education Planning

Who is the education for?
Is your student eligible for merit- or need based aid?
How much of the education do you want to pay for?

Additional Resources

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

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The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

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All That Matters: Summer's Over. What Matters Now?

In this episode, Mike and Ross cover what investors should be paying attention to as we ramp up into year end.

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