25+ years of experience.

Our team is comprised of long-tenured and diverse Baird employees who have solidified themselves as a trusted source of wealth insight. We then build upon our practical experience through our CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations.

We are proud to be a part of Baird — a fully independent, international firm serving the wealth management needs of families, businesses and organizations nationwide.

Actionable thought leadership.

Leveraging our in-house resources, mastermind groups and expert team, we are constantly generating leading thoughts on financial planning and investment management. Deliberate distribution of surfaced ideas enable our clients to optimize their current plan, make informed investment decisions and ensure they are not caught off guard.

Built on quality, not quantity.

We serve wealthy families, individuals and foundations and have approximately $600 million worth of assets under management. Our sweet spot is families and individuals (nearing or in retirement) with about $2 million to $20 million worth of assets.

Entrepreneurs, medical professionals and people who have acquired wealth via death, divorce or an inheritance are typical profiles of clients who can benefit from our services. Each solution we offer is customized to your specific needs and desires, and we consistently work alongside your accountants and attorneys.