Milwaukee-Downtown

Milwaukee-Downtown

Phone: (414) 765-3500
Toll Free: (800) 792-2473
Fax: (414) 765-3633
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Baird
777 E Wisconsin Ave
Milwaukee, WI 53202
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The Value of Trust

Baird Crosses $100 Billion Mark in 2013


Today clients entrust Baird with more than $100 billion in assets, but what this tells us is worth far more. It says our clients are confident we can help them protect their assets and reach their financial goals. It says we continue to earn their trust the longer we work and grow with them. And it says that being employee owned and privately held is the right model for us, because it lets us continue to invest in our business with our clients’ best interests in mind.

A true financial partner with your best interests in mind

People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including:
  • Portfolio management
  • Saving for higher education
  • Planning for retirement
  • Estate planning services
  • Investment tax planning
  • Insurance
To discover the difference true partnership can make in your financial life, contact us today.