Baird Private Wealth Management

Business Hours

• Monday–Friday: 8:30 AM – 4:30 PM
• Saturday–Sunday: Closed

Best Times to Visit

To ensure personalized attention, consider scheduling appointments mid-morning or early afternoon on weekdays, as these tend to be less busy. Walk-ins are welcomed during office hours, but advance appointments are recommended for comprehensive consultations.

Local Tips

• Bring relevant financial documents to your first consultation for a more productive session.
• Ask about ongoing educational workshops or seminars offered to clients.
• Consider scheduling financial reviews annually to keep your plans up to date.

Parking Advice

On-site parking is available for clients visiting the office, making access convenient for those driving to appointments.

Frequently Asked Questions

• What services does Baird Private Wealth Management offer?
  Baird provides comprehensive financial planning, investment management, retirement strategies, and estate planning services.
• Do I need an appointment for a consultation?
  While walk-ins are accepted, scheduling an appointment ensures you receive dedicated time with a financial advisor.
• Is there a minimum investment requirement?
  Minimum investment requirements may vary depending on your financial needs; it’s best to inquire directly for specifics.
• Are virtual consultations available?
  Yes, virtual meetings can be arranged for clients who prefer remote consultations.
• What should I bring to my first meeting?
  Please bring any relevant financial documents, such as tax returns, investment statements, and a list of financial goals.
• How are fees structured?
  Fees may be based on assets under management, hourly rates, or flat fees, depending on the services selected.
• Is parking available at the office?
  Yes, complimentary on-site parking is provided for clients.
• Can Baird help with retirement planning?
  Absolutely. Baird specializes in creating customized retirement plans tailored to individual client needs.
• Does Baird offer educational resources for clients?
  Yes, clients can access workshops, seminars, and online materials to enhance their financial literacy.
• How do I start working with Baird Private Wealth Management?
  Contact the office to schedule an introductory meeting and discuss your financial objectives.