Baird Private Wealth Management
Corporate Office
Why pick this one
Baird Private Wealth Management provides comprehensive wealth management and a dedicated Second Opinion Service from its Chapel Hill office.
Best for
- comprehensive financial planning
- investment planning tied to broader life goals
- retirement, tax, and estate planning
- reviewing an existing financial plan for gaps or new opportunities
- education savings and risk-management planning
Look elsewhere if
- emergency financial assistance
- non-financial services
- customers seeking published pricing or a stated fee schedule
Specialties
- comprehensive wealth management
- financial plan second opinions
- retirement planning
- tax and estate planning
- education savings planning
What makes them different
- Independent, employee-owned firm
- Privately held structure focused on long-term client needs
- Firmwide resources and in-house expertise for financial planning, education savings, retirement, tax and estate planning, and risk management
- Dedicated Second Opinion Service that analyzes current finances and identifies planning gaps
- Chapel Hill office lists advisors David Jester and Gene Jester with direct contact information
Distilled from this business's own website.
Contact & Location
- Address
- 1414 Raleigh Rd Ste 420, Chapel Hill, NC 27517
- Phone
- 9199182900
- Website
- https://chapelhill.bairdwealth.com/?_bing
- jmcauley@rwbaird.com
Services
- financial planning
- investment planning
- wealth management
- retirement planning
- tax planning
- estate planning
- risk management
- education savings planning