Meet Your Wealth Management Partners
The cornerstone of our financial planning philosophy is getting to know as much as possible about you, your dreams and preferences. From there, we work together to build a financial plan and investment portfolio designed to meet your objectives.
Our strong commitment to exceptional service and putting your best interest ahead of our own drives our practice at Baird. With your trusted partnership, we can do what is right for you and your family, business, or organization.
Jeffrey Berger, Director & Financial Advisor
Kim Wren, Financial Advisor
Investments
- Portfolio Management
- Risk Tolerance Assesment
- Asset Allocation Review
- Monitoring & Rebalancing
- Annual Portfolio Review
Retirement
- Lifetime Income Plan
- Social Security Analysis
- Medicare Analysis
- Investment Management
- Estate & Tax Review
Estate & Tax
- Trust Planning
- Estate Plan Reviews
- Tax Planning Reviews
- Long-Term Care Planning
- Family Gifting Strategies
Timely Insights for Your Portfolio
Strategas is an independent Baird affiliate and the firm’s premier provider of macroeconomic research, government policy insights, and investment strategy.
Strategas' Market Strategy Weekly provides timely economic perspectives to help you better understand what’s happening in the world today and what it means for your portfolio and financial plans.
Time for a Second Opinion on Your Portfolio?
Over time, it's common for your investments to drift out of alignment with your goals. Contact us for a review of your investment portfolio and insights on how to stay on track during volatile market conditions.