707 Vail Street
Your Story. Your Wealth. Your Legacy.
Behind every individual, family and business is a unique story. A story filled with dreams, ambitions and celebrations of success. At Baird, we take the time to learn about your story and your financial vision. Drawing on a team of financial experts, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter of your life.
Discover how we can help you create a wealth strategy designed to secure your personal and business legacy.
Drawing on the knowledge and hands-on support of our team, wedeliver financial and business advisory services in the areas ofmergers and acquisitions, capital, business valuation, ESOPadvisory, and exit planning, with a specialized focus in middlemarket businesses.
To help you focus on running your company instead of maintainingyour employees’ retirement plan, we work with our team ofretirement planning professionals to pair your business with a planthat aligns with the financial goals of your employees and business,uncovers potential growth opportunities and evolves with yourchanging needs.
Discover how we can create a tailored wealth management strategy that supports your long-term financial goals