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Your Money & Investments

Your Baird Financial Advisor can help get you from where you are now to where you want to be.

Is my money working as hard as I’d like or need it to? And is it aligned with what I actually care about?

You work hard to create a life and the future you want for yourself and the people you care about, and it’s crucial your investments work just as hard. We make sure your money, investments and goals are in complete alignment, taking into consideration all variables that could impact your plans, including interest rates, taxes, exposure to risk, the market and the overall economy.

By understanding where you are and where you’d like to go, we can build an investment plan that is tailored to your unique needs.

Your Baird Financial Advisor can help get you from where you are now to where you want to be.

Let's Talk!
  • Elderly man sitting, leaning on cane in deep thought.
    Now that I'm no longer working, I'm worried that a market downturn could wipe out my retirement assets.
  • Blonde woman, smiling, while walking along train platform.
    I only want to invest in companies that share my social values.
  • Woman, sitting and sketching. She is surround by fabrics, thread, a dress form and other sewing materials.
    I have various financial goals, including some in the very near term. How do I know where to put my next dollar?
Peace of mind comes from knowing how your wealth is helping you achieve the future you want for yourself and your family. Click on the topic below that is top of mind for you.
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Investment Management

Your Baird Financial Advisor can design a tailored investment portfolio that incorporates your values, time horizon and tolerance for risk.

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Tax Planning

Simple steps to help ensure you’re not leaving money on the table with your taxes.

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Charitable Giving

Your Baird Financial Advisor can make sure you’re benefitting from the most current giving strategies and guidance.

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Liquidity Solutions

Understand where your money is and ensure it’s there for you when you need it.

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Business & Executive Services

Your Baird Financial Advisor can help you create a financial plan specifically tailored for the unique needs of your business, leaving you free to focus on your company’s bigger picture.

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