Broker Check


What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in those areas.

Financial and Estate Planning

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Risk and Liability Management

Income protection strategies
Lending services

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  847-551-8155