For more than 30 years, our team has built lasting partnerships with clients, pairing deep portfolio management and financial planning expertise to help them pursue what matters most. That combination makes us more than advisors: we're a resource and a guide at every stage of your financial journey.

Our team's expertise in portfolio management and financial planning is most effective when clients have $2 million or more in investable assets with us. Consolidating assets allows us to see the complete picture and act on opportunities with confidence rather than working from a partial view. That said, this is a relationship business, and we're genuinely passionate about helping people. We'd welcome the chance to connect and answer your questions, even if the timing or fit isn't quite right today.

Our clients come from a variety of backgrounds, but they share a common goal: building a long-term partnership with a team that can help them navigate important financial decisions and steward their wealth with confidence.

Clients of Baird’s Wealth Management business can explore account types, solutions, and investment options in our Client Relationship Booklet. You will receive the booklet from a member of your team via email or print.

We cannot prepare your tax return or draft legal documents. However, we have dedicated tax and estate specialists at Baird who can help answer any questions you may have. Our goal is to educate our clients on tax and estate planning strategies, while partnering with their CPA’s and Attorneys to deliver the best possible outcomes for them.