We’re Built To Focus on You
As an independent, employee-owned firm, we’re not beholden to the quarter-by-quarter thinking of outside shareholders. That means no hidden fees or hidden agendas – just thoughtful, forward-looking financial advice with your best interests in mind. Because true wealth management is about you – your needs, your values – and building a plan that delivers on those priorities.
Discover Our Perspectives and Advice Around:
In addition to the above, we provide expertise on charitable giving, identity theft protection, insurance planning, and liquidity solutions.
What Will My Legacy Be?
Estate planning is more than completing a living will and filing documents with your attorney. It’s protecting the legacy you’ve created. A thoughtful estate plan lets you pass on your assets the way you want, maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives.
Senior Estate Planner Laura Ames discusses common misconceptions with estate planning, as well as how to get started with your own plan.
How Should My Plan Account for Taxes?
And just as the rise and fall of interest rates can ripple throughout your financial plans, so too can changes in tax policy. Your plan should plan for its impact so that you stay on track with your broader vision.
Hear from Tim Steffen, Baird’s Director of Tax Planning, on when and why to consider tax planning, and how to respond to legislative changes to the tax code.
How Should I Pay for Education?
Funding an education can be one of the most impactful investments you can make. Even with the ongoing conversations of student loan forgiveness, there will always be significant costs associated with higher education, so the earlier you plan, the better.
Baird’s Education Planning Consultant Jeannette Haen discusses how to incorporate education into your financial plan without impacting your retirement goals.
What Do I Want From My Retirement?
You work hard throughout your career, so let’s make sure you can enjoy the next chapter in your life by planning ahead. Planning is a highly personalized process, and everyone’s retirement journey is different; it’s important to create a plan that fits your vision for this phase of your life to ensure you can do whatever is most important to you, whether you’re in retirement now or approaching it rapidly.
What's Going on in the Market?
It may feel overwhelming to understand what’s happening in the world today and what it means for your plans. Fortunately, with premier insights from Baird’s experts in market research, as well as Strategas – a Baird Company, you can access timely macroeconomic research, government policy insights, investment strategy and more.
Am I Making the Right Decisions for My Business?
When you own and run a business, you have unique financial considerations that require specialized attention, including optimization of your personal finances, alongside the financial complexity that comes with running a business.
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