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“As your wealth management partner, we are accountable to one person - you. Nobody wins unless you win.” 

- Mike Schroeder, President of Baird Private Wealth Management

What We Do For You

Lifestyle Management

  • Net Worth Analysis
  • Income Needs Analysis
  • Automatic Required Minimum Distribution
  • Saving Goals
  • Education Goals
  • eBill
  • Baird Online
  • Cash Management
    • Set Up Monthly Electronic Transfer
    • Direct Deposit
    • Platinum MasterCard®
    • 24/7 Fraud Protection
    • Baird pays Foreign Transaction Fees
    • ATM Access Through MasterCard®
    • Rebates for ATM Transaction Fees
    • Free Checks
    • Award Points
    • Concierge Services

 Estate Planning

  • Review
  • Wills
  • Trusts
  • Powers of Attorney
  • Business Succession Plan
  • Incapacity Plan
  • Referrals to Outside Professionals

 Philanthropy

  • Review
  • Donor Advised Fund
  • Charitable Remainder Trust
  • Family Foundation
  • Direct Donation
  • Referrals to Outside Professionals

Risk Management

  • Review
    • Life Insurance
    • Long-Term Care Insurance
    • Health Insurance/Medicare
  • Social Security Benefit Analysis
  • Referrals to Outside Professionals

 Liability Management

  • Review
    • Home Loan
    • Car Loan
    • Credit Card Loan
    • Business Loan
  • Debt Repayment Plans

 Asset Management

  • Comprehensive Financial Plan
    • Cash Flow Projection with Monte Carlo Analysis
    • Annual Monitoring of Plan
    • 360 Wealth
  • Passive vs. Active Manager Selection
  • External 401(k)/403(b) Asset Allocation Recommendation
  • Tax Management Overlay Management
  • Asset Overlay Management
  • Total Return Strategy for your cash flow needs
  • Asset Allocation Plan
  • Objective Asset Manager Selection
  • Rebalancing of Asset Allocation
  • Tactical or Strategic Asset Allocation Models
  • ETFs, Mutual Funds, and/or Separately Managed Accounts depending on client
  • 529 Plans
  • Alternatives
  • Hedge Funds
  • Managed Futures
  • Private Equity

Trusted Financial Partner

Creating the financial future you want – for you and the people you care about – is a significant responsibility. To make that future a reality, it’s essential you have the right financial partner:

  • One who is knowledgeable, not only about the markets and financial planning, but about what’s important to you – your values, your relationships, your hopes for the future

  • One who is trusted, who you can count on for smart, forward-looking financial advice

  • One who is entirely focused only on you, who understands everything that’s at stake for you and takes your business personally

With both a global perspective and an unwavering commitment to your best interests, we’ve served as financial partner to people across the country who have relied on us since 1919. Let us help you.

As part of a holistic review of a client’s situation, Baird Financial Advisors may review your tax or legal documents. While Baird does not offer tax or legal advice, our Financial Advisors regularly work with Baird’s Estate Planning Professionals as well as their clients’ attorneys and tax professionals to help ensure that all phases of wealth management are addressed. ©2018 Robert W. Baird & Co. Incorporated. Member SIPC. The products or services listed above may not be offered by all Baird associates, are intended for illustrative purposes and to be used as a guide for topics to be considered during your financial planning process.  

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