Private Wealth Management Process

Private Wealth Management Process

Helping clients realize their financial goals begins with a complete understanding of what those goals are. We will work in partnership with you to establish a long-term, disciplined financial plan and continually monitor and review progress. We aim for a balanced portfolio mix, designed to fit your unique situation and focused on achieving both your near and long-term goals.

Establish & Define

Establish & Define

Establish & defining your goals to determine how we can work together

Saving for Retirement
Liability Management
Asset & Risk Management
Leaving a Legacy
Charitable Giving

Gather Information

Gather Information

Providing us with pertinent documents helps us see your whole financial picture

Financial Statements
Estate Documents
Pension Plans
Social Security Statements

Analyze & Recommend

Analyze & Recommend

Creating a financial plan to help you meet your goals

Asset Allocation Plan
Insurance Needs Analysis
Debt Repayment Plan
Business Succession Planning
Cash Flow Projections
Estate Plan Reviews

Implement

Implement

Implement recommendations to keep your financial plan on track

Rebalance Investments
Establish a Budget
Meet with Attorney or CPA

<p class="">Monitor & Review

Monitor & Review

Working as a team to monitor your progress and keep the lines of communication open

Quarterly Investment Review
Periodic Asset Allocation
Rebalance
Annual Goals Review

Baird Highlights

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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