Our Practice & Services
Our Practice
While Baird offers a full spectrum of investment vehicles, investment solutions involve much more than products. As a team with a Baird Financial Advisor, we are backed by specialists in financial planning, research, and investment strategies and services, ensuring the recommendations and strategies we consider are well researched and continuously informed. The Zimmerman Meixner Group wants to discuss investment products and strategies that can help you meet your goals for the future.
Personalized investing advice — that's what you can expect from Baird. Backed by Baird's dedicated teams of financial planning experts, we will work with you to build a wealth management plan to help meet your goals. Service does not end with planning your investment strategy—through periodic reviews together, we can successfully help manage your wealth, with today and tomorrow's goals in mind.
Stock option plans, employee compensation and benefit plans, investment banking services, private equity investments, and much more—Baird also offers a wide range of business services.
We combine our unique approach to planning, client focus, flexibility, and dedicated specialists.
What You Need is What We Do
Every client’s financial goals, situation and personal investment preferences are unique. As Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources, and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.
Financial & Estate Planning
Retirement and education planning
Tax planning
Wealth transfer
Charitable giving
Investment Management
Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management
Risk & Liability Management
Income protection strategies
UITs
Lending services
What You Need is What We Do