Minnetonka

Minnetonka

Phone: (952) 249-7600
Toll Free: (888) 831-6426
Fax: (952) 249-7650
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Baird
601 Carlson Pkwy
Suite 950
Minnetonka, MN 55305
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Please check out the Wealth Strategies tab above for our new monthly webinars.

 


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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.

 

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You may have heard us on ESPN 1500 AM radio - if not, listen here: 1, 2, 3, 45

Karen Heintz, Branch Manager, Minnetonka Office




Presentations from our Multigenerational Event:

 
Aging in Place: The 40/70 Rule
 
Basics of Insurance
 
Common Estate Planning Missteps
 
Identity Theft
 
Planning For & Actualizing Your Travel Bucket List
 
The ABC’s of Medicare
 
Understanding and Planning For Long-Term Care
 
Understanding Social Security Retirement Benefits
 
Keynote