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Baird Family Wealth Group

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Brian Beaulieu’s Presentation on Current Economic Trends and Outlook

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Baird Family Wealth Group's 
Second Quarter 2019 Outlook

Review of key factors driving the markets and economy, and the impact on current and future investment strategies.

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As part of Baird Private Wealth Management, the Family Wealth Group is committed to providing customized and comprehensive wealth management services to business owners or executives with at least $25 million in investable assets. Our depth of investment and planning expertise, combined with our commitment to highly personalized attention, allows us to simplify your financial life while providing you with portfolio management tailored specifically to you and your family.

Our Value Proposition

  • Independent and objective advice .

  • Access to best-in-class institutional money management as well as alternative investment strategies.

  • Strong tax backgrounds for tax-efficient investing and portfolio construction.

  • Process, not product, focused.

  • Diverse expertise encompassing investment advice, tax strategy, wealth transfer, generational issues, and long-term financial planning and strategy.

  • Work closely with our clients’ other advisors to bring the best possible solutions to the client.

  • Straightforward, transparent, and competitive fee structure.

Baird is honored to have ranked No. 1 overall for research quality and importance among small-/mid-cap research advisory firms  in a 2018 survey by Greenwich Associates,1 a leading investment industry consultant. In fact, Baird has been ranked Number One in multiple Research and Sales categories for many consecutive years.


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©2019 Robert W. Baird & Co. Incorporated.

1Greenwich Associates North American Equity Investors – U.S. Small-/Mid-Cap Funds and U.S. Equities Sales, Corporate Access & Research, May 2018. Surveys conducted with 110 small-cap and mid-cap fund managers and 194 fund managers and 275 traders, respectively. Rankings for qualitative metrics based on leading research firms in surveys.

Robert W. Baird & Co. does not provide tax or legal advice. You are advised to seek advice from legal and tax counsel to determine the applicability of this information to your income tax, estate, and financial planning decisions. ©2018 Robert W. Baird & Co. Incorporated. Member SIPC. Securities offered through Robert W. Baird & Co.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.