Services
How Can We Help You?
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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
Estate Planning
Philanthropy
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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.