Baird Family Wealth Group

A Trusted, Experienced
and Consultative Partner


Our Expertise

Research, Whitepapers
& Presentations 

Office Locations

Contact Us

Research, Whitepapers & Presentations


Q1 2020 Outlook
Review of key factors driving the markets and economy, and the impact on current and future investment strategies. 


Asset Allocation and the Business Owner
A research paper describing the importance of incorporating the business into an asset allocation strategy for business owners. 

Does Passion Have a Place in Wealth Management?
What’s your passion? Fine art? Coins? Wine? Antiques? Cars? This paper highlights our research on how to effectively integrate collectibles into your asset allocation and overall wealth management strategy. 

Move Over, 5%, and Let Mission Drive
A research paper describing the importance of aligning mission, spending policies and investment strategies for donors to a private foundation.


Now Available – Brian Beaulieu’s 2019 Presentation on Current Economic Trends and Outlook.

Request Access to the Video >

Chris Didier Presents at the 29th Annual Nonprofit Organizations Conference

A discussion of the social, financial and economic realities of living longer in a fast-changing world.

Download Presentation Slides (PDF)

Important Disclosures | Privacy Notice

©2020 Robert W. Baird & Co. Incorporated.

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.