Baird Private Wealth Management
Corporate Office
Why pick this one
Baird Private Wealth Management has over 100 years of experience and emphasizes long-term client success through their independent, employee-owned structure.
Best for
- long-term wealth management planning
- personalized financial advisory services
Look elsewhere if
- clients seeking low-cost investment options
- those in need of quick, transactional financial services
What makes them different
- employee-owned firm
- independent financial advisory
- focus on long-term client success
- commitment to local community involvement
- Years in business
- over 100 years
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4350 Congress St Ste 400, Charlotte, NC 28209
- Phone
- 8777929131
- Website
- https://charlotte.bairdwealth.com/?_bing
- dhenderson@rwbaird.com
Services
- wealth management
- financial advisory
- investment planning