Services
Wealth Management Services
Every client has financial goals and investment preferences unique to their personal situation. While hard numbers are certainly behind these goals, they go much further and include a more personal aspect such as family legacy in terms of character and reputation. As your Advisor, my most important job is to truly understand who you are and what we can do together to accomplish your goals. Baird provides access to a broad pool of research, resources and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific needs in the following areas.
Investment Management
Risk vs expected returns analysis
Portfolio construction
Portfolio monitoring and management
Asset allocation
Style weightings
Sector weightings
Fixed income structure
Performance reviews
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management
Lending services
Financial and Retirement Planning
Retirement planning
Retirement cash flow planning
Tax planning
Wealth transfer
Education planning
Trust services
Charitable giving
Insurance review
Baird does not provide tax or legal advice. Please consult with your tax or legal advisors.
Account Services
We offer our clients what we believe is a rarity in today's fast paced world: a high level of personal service each time they interact with a member of our group. Our clients have become accustomed to our caretaker's approach, emphasizing professionalism, timely responses and sincere communications. Our clients are free to contact us as regularly as they wish.
A sample of the services available include (but are not limited to):
- ACAT (automated customer account transfers ) including in-kind and DTC transfers
- Retirement Income Withdrawal Options including ACH and "on demand" forms
- Cash Management Services (checking services, Mastercard debit card with VIP points)
- Securities-based lending solutions
- eBill Management- online banking
- Baird Online- Internet access to account information 24/7
- Notary Public
- Signature Guarantee
- Wire transfers
- Re-titling of securities (trusts, gifting)
- Automated delivery of tax documents to a third party, CPA Liaison service
- Estate distributions and heir consultation
- Client Statement/Confirmation/Document Retrieval
- Appointment & Review Scheduling: please call ahead if you are planning to visit (This allows us to prepare your items while maintaining client privacy and confidentiality).
For more information about the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
dhawley@rwbaird.com | 262-240-3525