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

U.S. Deficit Peaked in 2024; Set to Decrease in 2025

The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.

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In the Markets Now: Investing Lessons from Covid

Five years after the March 2020 Covid market crash, we look at valuable lessons that still apply today.

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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