Managing Wealth

 
 
With his own savings and a significant inheritance from his father, James Willis* knew where he wanted to go financially – and he knew he didn’t have the expertise or the time to manage individual investments. He and his wife, Cynthia, also knew they needed help from advisors who could bring not only deep financial expertise, but also the listening skills to get to know their goals and his values – advisors who could help them develop a customized, comprehensive strategy for growing and preserving wealth for the long term.

Enter Baird.

James, an accountant with a Midwestern corporation, was introduced to Baird because the firm handled some of his parents’ assets. In executing his father’s estate, James worked with several advisors from different firms. “I wasn’t intending to consolidate my investments,” he said, “but I came to realize Baird was truly a man among boys. I got great information and help. It made sense to do it all with Baird.”

“We really did need personalized service,” he said. “The transactions were difficult and more complex than I realized. We needed an organization that was able to answer our questions – and that was Baird.” He added, “My Baird Financial Advisors were terrific at understanding our objectives.”

With assets in the middle seven figure range, James and Cynthia invest for the long term, confident their Baird Financial Advisors have the skills and experience to build a solid strategy.

“I know I can trust Baird – their knowledge and their expertise – to develop solutions that are right for our long-term goals,” he said.

One of their objectives was to give back to society through a charitable foundation. There again, Baird brought expertise built on understanding.

“Baird played a huge role,” James said. The firm helped draft the foundation’s investment policy statement and worked face-to-face to explain various financial matters to the trustees – people selected for their values rather than for their financial expertise. “The relationship between Baird and our trustees has been crucial to the operation of the foundation,” he said

James said it’s not only his Financial Advisors who make the Baird relationship strong. It’s the teamwork – from the assistant who guided him through a wire transfer to the analysts behind the scenes who support his Financial Advisors with research.

“I have no doubt Baird understands us. It’s been a special relationship,” he said.
*Names in this text have been changed to protect the clients’ privacy.

This client story may not be representative of the experience of other clients, and is no guarantee of future performance or success.
 
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