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Services

We take a prescriptive approach to make sure we address every goal at each life stage. We are passionate about helping our clients overcome anxieties and fulfill their short and long-term goals. We help our clients develop a cohesive roadmap that allows for financial freedom and a peace of mind. Our top priority is staying informed with the changing tax and economic environment to make sure our clients are making the best decisions for themselves and their families.

Financial Planning

Financial Planning

  • Estate Planning
  • Retirement and Education Planning
  • Tax Planning
  • Wealth Transfer
  • Charitable Giving
Investment Management

Investment Management

  • Portfolio Management
  • Asset Allocation
  • Alternative Investments
Risk and Liability Management

Risk and Liability Management

  • Insurance Planning and Strategy
  • Securitized Lending Services
  • Cyber Security Protection
Trust Services

Trust Services

  • Individuals and Families
  • Trust Administration 
  • Estate Settlement
Baird Family Wealth

Baird Family Wealth

  • Business Owners
  • Corporate Executives
  • Wealth Transfer
  • Family Meetings

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