Our Practice
Our practice is to become the trusted financial partner for our clients, preserving their wealth and driving growth while maintaining the highest standards of financial integrity and transparency. We believe in supporting our clients’ financial well-being through providing customized wealth management solutions to attain their long-term financial objectives and retirement goals.
Investment Planning Services
- Long Term Equity Investment Model managed and monitored via discretionary Private Investment Management
- Annual Advisory Client Review
- Baird Wealth Report Package
- Tax Efficiency Strategy
- Aggregation and review of outside investment accounts (401(k)s, 403(b)s, etc.), using 360 Wealth, our investment aggregation software
- Cash flow strategies and review
- Cash Management, including monthly deposit options, direct deposit, free check-writing, MasterCard ATM availability, 24/7 fraud protection, rebates of ATM and foreign transaction fees for ATM access
- Baird Online, and eDelivery of statements
- Account management services
- Account risk management, and client risk profile analysis
Advanced Planning Services
- Comprehensive Financial Planning, including net worth and balance sheet summaries, cash flow and budget projections, saving and spending goal plans
- College funding and planning (529 plans, trusts, etc.)
- Required Minimum Distribution (RMD) planning and execution
- Qualified Charitable Distribution (QCD) planning and execution
- Social Security Benefit Analysis
- Health Care Expense Schedule
- Tax Return Review through Holistiplan software
- Coordination with your other professionals (attorney, tax professional, etc.)
- Referrals to outside professionals, when appropriate
- Estate planning, and review of trusts, wills, powers of attorney and succession planning
- Financial education for next generation
- Family meeting facilitation
Investment Philosophy
Our goal is to help clients grow their assets in a diversified portfolio to offer returns that exceed inflation and economize on taxation over longer periods of time. The objective of our Private Management Investment model (Long Term Equity Investment Model) is to achieve capital appreciation through the ownership of a diversified portfolio of individual companies.
Process
Our investment & advanced planning services include reviews and recommendations designed to address your biggest financial
questions. We’ll look at your current plans and holdings, then work with you to identify your top financial goals. Together
we’ll design an investment portfolio and overall financial strategy to best meet your needs.
