Services How Can We Help You? x “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 ManagementNet Worth AnalysisIncome Needs AnalysisAutomatic Required Minimum DistributionSaving GoalsEducation GoalseBillBaird OnlineCash ManagementSet Up Monthly Electronic TransferDirect DepositPlatinum MasterCard®24/7 Fraud ProtectionBaird pays Foreign Transaction FeesATM Access Through MasterCard®Rebates for ATM Transaction FeesFree ChecksAward PointsConcierge Services Estate PlanningReviewWillsTrustsPowers of AttorneyBusiness Succession PlanIncapacity PlanReferrals to Outside Professionals PhilanthropyReviewDonor Advised FundCharitable Remainder TrustFamily FoundationDirect DonationReferrals to Outside Professionals Risk ManagementReviewLife InsuranceLong-Term Care InsuranceHealth Insurance/MedicareSocial Security Benefit AnalysisReferrals to Outside Professionals Liability ManagementReviewHome LoanCar LoanCredit Card LoanBusiness LoanDebt Repayment Plans Asset ManagementComprehensive Financial PlanCash Flow Projection with Monte Carlo AnalysisAnnual Monitoring of Plan360 WealthPassive vs. Active Manager SelectionExternal 401(k)/403(b) Asset Allocation RecommendationTax Management Overlay ManagementAsset Overlay ManagementTotal Return Strategy for your cash flow needsAsset Allocation PlanObjective Asset Manager SelectionRebalancing of Asset AllocationTactical or Strategic Asset Allocation ModelsETFs, Mutual Funds, and/or Separately Managed Accounts depending on client529 PlansAlternativesHedge FundsManaged FuturesPrivate 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 futureOne who is trusted, who you can count on for smart, forward-looking financial adviceOne who is entirely focused only on you, who understands everything that’s at stake for you and takes your business personallyWith 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. Ready to Get Started? Name Email Address Phone Additional Info Thank you! Oops!