The Jester Group at Baird
Financial Advising
Why pick this one
The Jester Group provides private wealth management with CFP®, CPWA®, and CRPS® expertise plus coordinated tax, trust, and estate planning through Baird specialists.
Best for
- Families managing complex wealth
- Clients seeking coordinated tax, trust, and estate planning
- Multigenerational wealth management
- Clients seeking advanced financial planning
Specialties
- advanced financial planning
- family wealth planning
- tax planning
- trust planning
- estate planning
Certifications
- Baird Private Wealth Management
- CFP®
- CPWA®
- CRPS®
What makes them different
- Multigenerational wealth management practice
- Works with Baird experts for financial, tax, trust, and estate planning
- Gene Jester holds CFP®, CPWA®, and CRPS® credentials
- Builds tailored solutions for complex family wealth issues
Distilled from this business's own website.
Contact & Location
- Address
- 1414 Raleigh Rd, Chapel Hill, NC 27517-7229
- Phone
- +19199182900
- Website
- http://www.JesterGroupBaird.com/
- JesterGroup@rwbaird.com
Services
- private wealth management
- financial planning
- tax planning
- trust planning
- estate planning