Baird Wealth

  • Mature couple meeting with an advisor
    Mature couple meeting with an advisor
    Discover the Power of You and Baird

    You have dreams. We have the resources and expertise to help you achieve them. Together, we can shape the future you’ve been striving for.

    Learn How We're Different
  • two new parents cradling an infant
    two new parents cradling an infant
    The Right Advice, Right When You Need It

    Our unique blend of high-touch client service and deep expertise allows us to do more than take care of your wealth – it allows us to take care of you.

    Discover What Every Client Deserves
  • a smiling young woman holding a stack of books
    a smiling young woman holding a stack of books
    Confidence Through Change

    As you surpass each of life’s milestones, your financial picture changes right along with you. Having a trusted partner by your side who is advocating for your success – through every life stage – can make all the difference in your financial stability.

    View How We Help At Every Stage
  • Smiling group of middle-aged people gathered at table setting.
    Smiling group of middle-aged people gathered at table setting.
    Committed to One Mission: Your Success

    At Baird, our culture and employee-ownership structure empower us to serve you with unwavering integrity – and to always put your best interest above everything else.

    See What Employee Ownership Means for You

 

icon of two hands shaking

What Makes Baird Different?

Any expert can give advice – but a true partner takes the time to understand where you are now and where you want to go. Here, we don’t take that responsibility lightly.

LEARN WHAT SETS OUR SERVICE APART

dollar sign in a gear with an arrow pointing up and to the right

Are You On Track To Reach Your Goals?

You don’t have to manage your wealth alone – and you certainly don’t have to worry about whether you’re doing it right. At Baird, our advisors will collaborate with you to create a personalized plan – and be by your side throughout the journey.

DISCOVER HOW WE CAN HELP

snapshots of people during various life moments

Insights To Support Your Wealth Journey

Want to stay informed about the planning and investment topics impacting your world? Our experts have you covered.

The United States Capital Building
What You Need To Know About the 2025 House Tax Proposal

The IRS recently released its inflation adjustments for 2025 related to personal income tax, retirement contributions, estate taxes, and Social Security benefits.

Read the Summary
Lifestyle photos
You Deserve a Plan for Your Wealth

It’s not just for retirement – discover how everyone can benefit from a plan for their wealth.

Keep Reading
Couple meeting with an advisor at home.
The Three Tests Before a Roth Conversion

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

Keep Reading
Couple meeting with an advisor while sitting at a table.
What To Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

Keep Reading

VIEW OUR ARTICLE LIBRARY

a grandparent and grandson holding hands while jumping off a pier into the lake

Confident decisions start with strong relationships. 
Let’s craft a plan to shape the life you’ve envisioned.

You’ve worked hard for what you have – let’s make sure you make the most of it. With the right advice, the effort you put in today could generate financial comfort for you and your family for generations to come.

Discover a Partner Invested in You