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We seek to clarify your values and align your wealth with them


We help you navigate the technical and emotional complexities of wealth, considering the current and future impacts for your family


We aim for your wealth to be a vehicle that fuels the flourishing of you and your family

Family Wealth Advisors

We offer a tailored wealth management experience that supports the preservation and growth of multi-generational wealth.

As Baird Family Wealth advisors, we take the time to understand your needs and complex legacy considerations, developing meaningful relationships with you and your family along the way.

Our approach focuses on the “why” behind your financial and legacy goals, as we concentrate on what makes your family unique, and how we can best support you across generations. Once we’ve reached this understanding, we formulate a plan built specifically for you and your family

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Financial, Estate, and Tax Planning

  • Retirement & Education planning
  • Tax Planning
  • Estate Planning & Trust Services
  • Wealth Transfer strategies
  • Charitable giving strategies
  • Social Security & Pension

Investment   Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Cash management

Risk & Liability Management

  • Income Protection strategies
  • Risk mitigation strategies
  • Liquidity solutions

Our Process

Our wealth management process revolves around you – your values, your priorities. Below is what you can expect when working with us

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