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Our Process

Building, Preserving and Distributing Wealth

The comprehensive Baird Private Wealth Management process is designed to help you achieve financial success. It addresses your changing needs throughout your lifetime, and can help you:

  • Create and grow wealth
  • Protect and preserve wealth
  • Plan for the distribution of wealth during life and at death, in a tax-advantaged way

Using the Baird Private Wealth Management process, we can help you develop a sound, long-term approach to investing. We begin by collecting all pertinent data to help you identify your current and future financial goals. Then we develop financial strategies and implement your plan by selecting appropriate investment solutions.  Just as important, we will review your plan regularly to ensure that the strategies and investments continue to meet your needs as those needs change over time.

Private Wealth Management Investment Plan Process

As with any investment made in life – a family, a home, a college education – the best results are achieved by carefully constructing a plan and following that plan consistently over time. A well-crafted investment plan allows the investor and the financial advisor to agree on specific investment goals and the strategies by which to attain those goals.

While each investor’s situation is unique, investment plans always address certain factors:

  • Reasons for the investment
  • Investing horizon
  • Degree of risk that the investor can comfortably tolerate

Our process centers around six steps:

Our Investment Philosophy

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