Services
What You Need is What We Do
Our proactive approach and high-touch process helps keeps you educated, connected and engaged. We strive to stay ahead of where you are, helping you look forward to what is next and prepare for the future. Baird provides access to a broad pool of research, resources and planning expertise from which we draw when designing customized solutions based on our knowledge of your specific needs in these areas.
Financial and Estate Planning
Our proactive approach and high-touch process helps keeps you educated, connected and engaged. We strive to stay ahead of where you are, helping you look forward to what is next and prepare for the future. Baird provides access to a broad pool of research, resources and planning expertise from which we draw when designing customized solutions based on our knowledge of your specific needs in these areas.
Financial and Estate Planning
- Retirement and education planning
- Tax planning
- Wealth transfer
- Charitable giving
- Portfolio management
- Comprehensive advisory solutions
- Brokerage services
- Alternative investments
- Cash management
- Income protection strategies
- UITs
- Lending services
