
Baird Private Wealth Management – Madison
Baird Private Wealth Management’s Madison West office, located at 8000 Excelsior Drive, Suite 302, offers comprehensive financial services tailored to individual and family needs. As an independent, employee-owned firm, Baird emphasizes long-term relationships built on open communication and a deep understanding of clients’ goals and values. Their team of experienced financial advisors provides personalized strategies in areas such as retirement planning, investment management, estate planning, insurance, tax strategies, and lifestyle considerations. Baird’s commitment to client success is reflected in their holistic approach to wealth management, ensuring that each client receives the attention and expertise necessary to achieve their financial objectives. The firm’s recent expansion includes the addition of The Palm Financial Group, which previously managed $680 million in assets at UBS, further enhancing their capabilities in serving clients’ diverse financial needs.