Our team is committed to providing the highest level of professionalism and personal service to the clients we serve. With Baird as our partner, we are committed to building long-lasting relationships with our clients based on integrity, service and respect, as we believe that wealth management is a lifelong process. We look to build committed long-term relationships.

If you feel our services could be of value to you, please contact us to schedule a discovery meeting. We look forward to working with you.

The CPWA® is an advanced certification designed for experienced advisors who work with high-net-worth clients.  The certification takes a more in depth, advanced and holistic approach to financial planning, focusing on the full cycle of wealth planning—accumulation, preservation and distribution--and solutions advisors can bring to their high net worth clients. CPWA® certification encompasses a Core of Body of Knowledge which includes the four knowledge domains listed below:

• Human Dynamics – explores ethics, applied behavioral finance and family dynamics
• Client Specialization – a focus on the needs of closely held business owners, executives and retirement
• Wealth Management Strategies – tax strategies and planning, portfolio management and risk management
• Legacy Planning – charitable giving, estate planning and wealth transfer

Candidates who earn this designation gain specialized knowledge and expertise to identify and analyze challenges facing high-net worth clients and help them develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth. Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.