We have guided individuals, families, business owners, executives and charitable organizations through a variety of market environments. As investors, we are disciplined, active and value-oriented, focusing on downside risk and favoring simplicity and secure dividends.

Our investment management services include:

• Asset allocation recommendation
• Macroeconomic investment context
• Custom investment selection based upon each account's goal, type and tax reality
• Coordination of investment selection with each client's overall financial plan
• Focus on sustainable lifetime income

Your life consists of so much more than what lies inside your portfolio. That’s why our goal is to create a plan to guide every aspect of your wealth - from preparing for retirement to developing an exit strategy for your small business.

We can address all aspects of your financial life including:

• Goals-based holistic financial planning
• Retirement and lifetime income planning
• Employer retirement plan investment and contribution recommendations
• Tax return analysis for opportunities and communication with CPA for elimination of surprises
• Executive compensation analysis and tax planning
• 529 plans and custodial accounts
• Social Security benefit strategy analysis

We know your voices, we know your communication preferences, and we know your long-term goals.  Every day, we’re working to lighten your burden, give you peace of mind, and help you achieve your long-term financial goals.

HSP is a Baird Family Wealth-certified team trained in multi-generational family wealth management and supported by Baird’s team of experts

• Baird Trust provides trustee and fiduciary services
• Baird Business Owner Solutions provides business succession planning.
• Baird Family Wealth supports legacy planning
  
  

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