Wealth Managers - Wisconsin
Band 1
What the Team is Known For
Baird is highly regarded in the Wisconsin wealth management market. The team offers trust administration and wealth management services, including advice on investments, insurance planning and charitable giving.
Strengths
Baird is an excellent full-service financial adviser. They work extremely well connecting all the dots with the estate planner and the accountant. It's a holistic approach and they've been around a long time in the Milwaukee market.
Baird is the big one here in Milwaukee. They have a lot of financial services and deal with a good amount of firms. Every estate planner in Milwaukee does a lot of work with them, and it is a well-respected national firm.
