Real Advice For Real People
Everyone’s journey is unique. Your wealth management strategy should be too. That is the fundamental philosophy our team believes in. We get to know you so we can build a personalized financial roadmap to take you where you want to go. We employ Baird’s breadth of knowledge and capabilities to enhance our team’s expertise.
Baird’s rich history began over a century ago in Milwaukee, Wisconsin with a belief that wealth strategies should be based on actual needs, not hypothetical simulations. We believe that wealth management is about more than markets and returns. It’s about setting your own path and reaching your greatest potential. Let us help you write your story.
From day one, our goal is to be your Guru, Guide, and Gladiator. As your Guru our goal is to teach you things you don’t know but need to know. As your Guide we will remain focused on you and your financial roadmap to ensure you don’t get lost on your journey. As your Gladiator we will advocate to the current you on behalf of the future you.
We know how hard you’ve worked to get here and we’re confident about everything you will accomplish in the future. Through life’s ups and downs, we will be with you for the entire journey.
For 100 years, Baird has been a strong, stable and trusted financial partner across generations and through many market cycles.
Being privately held has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. Today Baird offers Private Wealth Management, Asset Management, Investment Banking/Capital Markets and Private Equity services with offices in the United States, Europe and Asia.
As employee owners of our firm, we know the success we’ve achieved over the last century is because of our relationships with clients like you. And we believe all we’ve accomplished positions us very well to serve you in the future. You can learn more about our proud tradition of service at baird100.com.
Want to learn more about us? Explore the process, values, and experience we use to help you get where you are going.
Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.
Integrity, service before self, focus on what matters, and excellence in all we do.
Our education and industry experience have prepared us to guide you.
Disability and Your Finances