Help With Changes in Your Life
Our clients often sing our praises as we help them in dealing with status changes in their lives, whether that may be a marriage, new career, pending retirement, or selling a company. We leverage all the departments and expertise Baird has to offer in creating estate planning, tax planning, and trading strategies.
Respect for Your Values
While everyone’s value of money stems from beliefs created in childhood, they often don’t 100% align within married couples or even companies boards teams. We joke that we become therapists at times, as we listen and repeat what we are hearing and find investment solutions where all parties feel comfortable moving forward.
Understanding Every Move
One of John Fitzgibbons specialties is explaining not just the latest market news but how it relates to your investment strategies, progress, and why it matters to your success. We partner with clients at all levels and stages of investing.
Knowing Your Risk Tolerance
Some people can’t sleep at night if they are not earning every penny possible, whereas others can’t sleep if they’re losing a penny. With our private clients, Nicolle prides herself for learning where you are on the risk spectrum, and tailors asset allocations to bring you peace of mind.
Trust Borne of Experience
The trust we build with our clients comes from years of persevering and educating through all market and life cycles.