What To Consider Before Accepting an NIL Deal
NIL money can bring new opportunities, responsibilities and questions. Here’s how to approach them thoughtfully.
Services
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.
With access to advanced tools and full-service financial planning experts, our Financial Advisors provide tailored solutions for retirement, education, tax and estate planning, along with comprehensive strategies designed to help take you where you want to go.
Discover how the Forster Herbenson Group can create a tailored wealth management strategy that supports your long-term financial goals.
Investment Management
Comprehensive investment mangement including personalized portfolio construction, in-depth research, disciplined oversight, and ongoing management aligned to your goals, risk tolerance, and time horizon.
Retirement Planning
Your lifestyle will almost certainly change when you enter retirement - so should how you think about money.
Tax Planning
Making the most out of our clients’ money starts with recognizing all the ways taxes can impact their financial future. Years of experience have prepared us to guide you through your life transitions.
Estate Planning
It's not just for the ultra-wealthy. An estate plan can help you protect your assets and make things easier for your heirs.
Business Services
We support business owners with the expertise and resources they need to reach their professional and personal goals.
Trust & Wealth Services
We provide trust administration, estate settlement, charitable giving and investment management services for a wide array of individual and institutional clients.
What You Need is What We Do
Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.
Comprehensive List of the Wealth Management Services We Provide
Planning
Financial Planning
- Goal Setting
- Cash Flow Analysis
- Annual Review
Estate Planning
- Document Review
- Trust Planning
- Incapacity Planning
- Family Gifting
- Estate Tax Modeling
Retirement Planning
- Income Strategies
- Savings Strategies
- Social Security Strategies
- Annuities
Educational Planning
- Needs Analysis
- 529 Plans
- Custodial Accounts
- Coverdell ESAs
Charitable Planning
- Charitable Trusts
- Private Foundations
- Donor-Advised Funds
- Direct Donation
Tax Planning
- Investment Taxes
- Charitable Giving
- Legislative Updates
- Tax Reviews
Insurance Planning
- Annuities
- Life Insurance
- Long Term Care
- Disability Income
Trust Services
- Corporate Trustee
- Personal Representative
- Fiduciary
Investment and Lending Solutions
Portfolio Planning
- Investment Policy
- Risk Tolerance Assessment
- Asset Allocation Models
- Portfolio Review
Equities
- Stocks
- Mutual Funds
- ETFs
- Listed Options
Cash Management
- Check Writing
- Debit Card
- Direct Deposit Services
- Award Points
- Concierge Services
Alternative Investments
- Private Equity
- Managed Futures
- Specialty Mutual Funds
Fixed Income
- Corporate Bonds
- Treasury Bonds
- Municipal Bonds
- High-Yield Bonds
- CDs
Money Market
- Insured Deposits
- Money Market Funds
Other Investments
- REITs
- Master Limited Partnerships
- Unit Investment Trusts
Advisory Services
- Expert Due Diligence
- Asset Manager Selection
- Mutual Fund and ETF Portfolios
- Separately Managed Accounts
Lending Services
- Securities-Based Solutions
- Margin Loans
Ongoing Monitoring
- Performance Reporting
- Portfolio Review and Rebalancing
- Identify Theft Protection
Corporate and Executive Services
Retirement Plans
- Defined Contribution
- Defined Benefit
- IRA-Based
- Non-Qualified Deferred Compensation
Executive Services
- Stock Option Exercises
- Restricted Stock Services
- Rule 144 Stock Sales
- 10b5-1 Trading Plans
Business Succession and Sale
- Entity Structure
- Shareholder Agreements
- Valuation Discounts
- Buy / Sell Funding
- Key Person Insurance
- M&A Advisory
- Sale Advisory Valuations
- Equity / Bond Offerings
- Capital Markets Access
Additional Educational Resources
Supporting Your Children Through Life’s Milestones
How to support your children through life’s milestones without putting your retirement at risk.
All That Matters: Shiny Signals
Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.
Myth-Busting Wealth Management
Why the critical role of a financial advisor should not be underestimated.
Financial Planning for Service Members
A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.
Small Change
Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.