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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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The Hidden Factor That Can Derail Your Legacy

Communication among family members is the key to successfully building and passing down your wealth.

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Some Things Are Just Too Hard

How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to leave to the professionals.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Let's Connect

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