Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs in these areas.

What you need, is what we do.

Financial and Estate Planning

  • Retirement and education planning

  • Tax planning

  • Wealth transfer

  • Charitable giving

Investment Management

  • Portfolio management

  • Comprehensive advisory solutions

  • Brokerage services

  • Alternative investments

  • Cash management

Risk and Liability Management

  • Income protection strategies

  • UITs

  • Lending services

RW Baird, member New York Stock Exchange, SIPC, FINRA

Privacy & Security | Information & Disclosures

Check the background of this firm on FINRA's Brokercheck

 

SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.

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