Sarasota

Sarasota

Phone: (941) 366-6603
Toll Free: (888) 366-6603
Fax: (941) 366-6193
Email Us
Baird
One Sarasota Tower
Two North Tamiami Trail - Suite 1200
Sarasota, FL 34236
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Your team.

Every client's financial goals and personal investment preferences are unique. As Financial Advisors, our job is to understand who you are and what you want your assets to accomplish. Baird provides us access to a broad pool of research, resources and planning expertise that we draw from to design customized solutions based on our knowledge of your specific needs.


FINANCIAL AND ESTATE PLANNING

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

INVESTMENT MANAGEMENT

Portfolio management
Comprehensive advisory solutions
Brokerage services
Cash management

RISK AND LIABILITY MANAGEMENT

Income protection strategies
UITs
Lending services