Baird Private Wealth Management

Let's Succeed Together

Financial planner in Boulder, CO (show on map)

5.0

★★★★★

1 reviews

Robert W. Baird is an independent, employee-owned wealth management firm in Boulder, CO serving clients with investments, estate planning, insurance, and tax strategies.

Call (303) 413-3800

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About

Robert W. Baird is an independent, employee-owned financial advisory firm with a Boulder office at One Boulder Plaza, 1301 Canyon Boulevard, Suite 220.

The firm focuses on helping clients take care of themselves and their families by learning about their personal situations, identifying dreams and goals, and understanding risk tolerance. As an employee-owned firm structured for long-term performance, Baird believes the only way they succeed is if their clients succeed. The firm also emphasizes community involvement as a core value.

Independent, employee-owned firm (structured for long-term performance)

100+ years of firm history

Comprehensive wealth management approach

Proprietary Core + Satellite investment approach

Strong community involvement and giving back

Team of certified financial advisors (CFP, CIMA, QPFC credentials)

Services

Wealth Management

Comprehensive wealth management focused on the big picture - identifying what is most important to clients and building a plan that includes investments carefully selected to help deliver on priorities.

Investment Management Financial Planning Risk Assessment Long-term Strategy

Estate Planning

Estate planning services including trust administration, estate settlement, charitable giving, and investment management through Baird Trust.

Trust Administration Estate Settlement Charitable Giving Investment Management

Retirement Planning

Retirement planning services and strategies to help clients prepare for retirement using various financial tools and approaches.

Retirement Strategies 401(k) Planning Income Planning

Insurance Services

Insurance planning services as part of comprehensive wealth management approach.

Insurance Planning Risk Management

Tax Planning

Tax planning strategies integrated with wealth management to help clients minimize tax burden.

Tax Efficiency Strategic Planning

Investment Services

Investment management leveraging proprietary Core + Satellite approach and long-term holding philosophy to build portfolios aimed at maximizing returns.

Core + Satellite Investing Long-term Holding Philosophy Portfolio Management

Credentials & Certifications

QPFC (Qualified Plan Financial Consultant)

AAMS (Accredited Asset Management Specialist)

CFP (Certified Financial Planner)

CIMA (Certified Investment Management Analyst)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Robert W. Baird in Boulder offer? +

Robert W. Baird offers wealth management, investment strategies, estate planning, retirement planning, insurance planning, and tax planning services through a team of financial advisors.

What is the Baird approach to wealth management? +

Baird focuses on putting clients first and has evolved the traditional financial advisory relationship to offer comprehensive wealth management. Everything is focused on the big picture - identifying what is most important to clients and building a plan that includes investments carefully selected to help deliver on priorities.

What is Baird's investment philosophy? +

Baird uses a proprietary Core + Satellite approach with a long-term holding philosophy to build investment portfolios aimed at maximizing returns and helping clients reach their wealth goals.

What trust services does Baird offer? +

Baird Trust provides trust administration, estate settlement, charitable giving, and investment management services for individual and institutional clients.

How can I contact the Boulder office? +

The Boulder office is located at One Boulder Plaza, 1301 Canyon Boulevard, Suite 220, Boulder, CO 80302. Phone: 303-413-3800, Toll-Free: 800-572-9983, Fax: 303-413-3830.