Season 2 of Dream of Italy on PBS is supported by The Robinson Bickel Group of Baird Private Wealth Management
Placing the family’s best interest above all else.
True financial planning is comprehensive and ongoing. We routinely review your assets, liabilities, cash flow to assess your financial picture and make necessary adjustments for anticipated life events.
A customized and dynamic investment strategy will help get you from where you are to where you want to be. Our investment options are centered on quality, transparency, tax efficiency and performance.
Life can throw a curve ball every now and then. We aim to protect your assets, your family, and your future by managing and mitigating risk.
A family’s wealth is infinitely greater than their net worth.
We care about our clients and their families. We take the time to understand what’s truly important to you and understand how you envision your future. Coordinating and aligning the efforts of all advisors to achieve the best outcome for the client is at the heart of our mission to sustain family wealth…the way the family defines it.
Our aim is to help clients live intentionally. Our process creates a custom plan with a timeline and list of priorities centered on your specific needs and objectives. This plan also gives guidance on how to address future events based on anticipated changes in net worth, asset growth, and general life stages.
A process that is collaborative and comprehensive gives our clients confidence in the direction they are headed. As life changes, financial strategies should change too. Together, we will identify strategies and develop solutions to address the dynamic and growing spectrum of financial needs you and your family face.
We are a multi-generational team with over 100 years of combined industry experience. Our diversity in experience and background paired with industry credentials allows us to provide clients with well-rounded approach to their wealth management needs.
Learn more about The Robinson Bickel Group of Baird Private Wealth Management