A Trusted, Experienced
Check the background of these
financial professionals on
FINRA's BrokerCheck >
|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
Baird is honored to have ranked No. 1 overall for research quality and importance among small-/mid-cap research advisory firms in a 2016 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.
©2018 Robert W. Baird & Co. Incorporated.
1Greenwich Associates U.S. Equity Investors – Small-/Mid-Cap Funds, 2004-2016. Survey conducted with 96 U.S. small-cap and mid-cap fund managers. Rankings for qualitative metrics based on leading research firms in survey.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. ©2013 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.