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Letter From Leadership

Where Wealth Management Is Headed


It's often said that the one constant in life is change. That's certainly been true of wealth management over the 100‐plus years that Baird has been serving our clients.

Once upon a time, people relied on tips from their stockbroker and thought that was sufficient for building their financial future. When people became aware that they need to be better prepared for things like retirement and college planning, financial planning was born.

At Baird, we're always trying to look ahead to what our clients might need for the future. That's why we've been developing new solutions in recent years, like Baird Family Wealth, with an eye toward thoughtful multi‐generational planning for clients with more complex estates. And it's one reason why we merged with Hilliard Lyons in 2019; we knew their trust company, now Baird Trust, would be a tremendous asset to our clients in protecting their legacy. You can read more about these and other initiatives visit The Next Evolution in Wealth Planning.

We understand that your financial picture is always changing, with both your growing family and estate. And we at Baird Private Wealth Management will always be ready to serve you, no matter what your needs are.

Mike Schroeder's Signature

Mike Schroeder
Chairman
Private Wealth Management

Erik Dahlberg's Signature

Erik Dahlberg
President
Private Wealth Management

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