What you can expect from us

Client Centered

We sincerely appreciate the opportunity to work with you and fully recognize the trust and confidence implicit in your maintaining accounts with us. We believe the core of our service is based on our clear, timely and quality communication with our clients. Also critical to our clients’ success is the quality of our advice and the breadth of our resources locally and through Baird.

Adherence to the highest level of business and professional ethics
Objective advice coupled with a commitment to continuing professional education
The resources and expertise of an employee owned, full-service, global financial firm
Proactive contact when decisions need to be made on investment accounts, MoneyGuidePro financial plans, insurance policies and banking products
Responsiveness to your inquiries and account service needs within 24 hours
MoneyGuidePro financial plan and account review annually, semi-annually or quarterly as desired, including account performance and detailed portfolio analysis
Consideration of your financial needs including strategies, advice or recommendations in life and health insurance, investments, retirement planning, estate and trust planning and private banking needs. A list of referrals for tax and legal professionals are available upon request. We do not offer tax or legal services and encourage the use of professional advisors in these areas with referrals available
Direct consultation with your tax and legal professionals for assistance in your planning, including attending meetings with you
Year-end consultation on accounts and reports to assist with tax preparation
Regular account statements, portfolio analysis reports with customizable content
Comprehensive Baird Online account, financial news and research information access with paperless option
Quarterly wealth management newsletter, website updated monthly for timely and pertinent financial news, resources and upcoming client appreciation scheduled events
Regular office hours with licensed staff to handle your needs and provide personal attention in person or on the phone. Office is closed on New York Stock Exchange holidays