Letter from Leadership: Beyond the Broker
It's often said that the one constant in life is change. That's certainly been true of wealth management over the 100‐plus years that Baird has been serving our clients.
Once upon a time, people relied on tips from their stockbroker and thought that was sufficient for building their financial future. When people became aware that they need to be better prepared for things like retirement and college planning, financial planning was born.
At Baird, we're always trying to look ahead to what our clients might need for the future. That's why we've been developing new solutions in recent years, like Baird Family Wealth, with an eye toward thoughtful multi‐generational planning for clients with more complex estates. And it's one reason why we merged with Hilliard Lyons in 2019; we knew their trust company, now Baird Trust, would be a tremendous asset to our clients in protecting their legacy. You can read more about these and other initiatives visit The Next Evolution in Wealth Planning.
We understand that your financial picture is always changing, with both your growing family and estate. And we at Baird Private Wealth Management will always be ready to serve you, no matter what your needs are.
The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.
