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How may we help you?
Catering to the long-term needs of high-net-worth individuals, families, entrepreneurs and business owners, our office takes a unique approach to wealth management. We have a clients-first style that focuses on your ongoing needs, anticipates how they will change and addresses them proactively – growing with you over time. It’s an approach that has resonated with North Shore investors for decades.
Clients often tell us they’ve never felt as welcome as when they enter our office. All of the members on our team were specifically selected because of the service they provide to clients. And it’s something we pride ourselves on.
We work to treat our office like a home, with all the hospitality and warmth that entails. You’ll see it in the personal contact and advice you receive from your Financial Advisor, customizing his or her guidance to fit your life and your needs. And you’ll see it in the quick and eager assistance you receive from our support staff. We know how important the relationship is with your Financial Advisor, but we hope you’ll find your relationship with every member of our team just as rewarding.
Welcome to Baird’s North Shore Office.