Our Services

Because each client has different goals and financial situations, I work to customize your portfolio. Understanding your life circumstances, investment objectives, and risk tolerance will allow me to create and mold your portfolio to fit your strategies and tactics.

We have access to the AQA® (Automated Quantitative Analysis) research tool, which is proprietary to Baird. The AQA methodology provides a framework for making fact-based investment choices from relevant, publicly available information to capitalize on discrepancies between value and price – eliminating subjective factors that can affect purchase and sale decisions. But this methodology for selecting stocks is just one arrow in our quiver. Other investments I can use to meet your investment goals include:

• ETFs (Exchange Traded Funds)
• UITs (Unit Investment Trusts)
• Market-linked CDs
• Fixed-income solutions
• Alternative solutions
• Mutual funds
• Closed-end funds
• Dividend solutions
• Tax-free municipal bonds
• MLPs: Master Limited Partnerships

I consider all your external accounts, not just those you hold with me, to better understand your full financial situation. Having this information enables me to offer comprehensive planning and appropriate ongoing recommendations. That includes:

• 401(k) review of current allocations and availability
• Retirement planning
• External qualified/non-qualified accts
• Insurance policies
• Business ownership
• Pensions/Social Security
• ESOPs: Employee Stock Ownership Plans
• Estate planning
• Tax planning
• Trust planning
• Succession planning
• Beneficiary designations
• Legacy planning

I feel strongly that we owe clients like you transparency and value recognition. So, as our client, you should expect:

• Face-to-face planning meetings
• Awareness of your total financial picture
• Transparency and accountability in everything we do
• Business-hour calls/Emails answered by the end of the business day
• "Review meetings" held annually (or more often at your request)
• Written follow-up to all in-person review meetings, including a plan of action
• Availability when you need me
• Team members committed to exceeding your expectations

Baird has the services you need to support your wealth management strategy.

The right financial plan points you toward your goals. The right tools help you get there. Because we have a broad range of investments to choose from, we can help you create a fine-tuned portfolio that is aligned with your specific objectives.
Baird offers a broad spectrum of investment account services, including:

• Personal Investment Accounts
• Individual Retirement Accounts
• Small Business and Self-Employed
• Retirement Accounts
• Separately Managed Account Solutions
• College Savings Plans
• Trust and Estate Planning Solutions
• Business Succession Planning
• Long-Term Care

And for our clients with specific risk and estate planning needs, we provide a comprehensive selection of competitively priced insurance programs.

From long-range planning to the short-term transactions you may need to build liquidity or manage an existing position, we can help you make steady progress toward your financial goals.