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

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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