Our Approach
The Phillips Team provides comprehensive wealth management for individuals and families. We guide our clients through all stages of their life, helping them achieve what’s most important to them. And with a focus on legacy planning, our greatest satisfaction comes from helping preserve our client’s values and wishes for their wealth for generations to come.
Our Process
Our wealth management process revolves around you – your values, your priorities. Below is what you can expect when working with us:
Getting To Know You
We gather information about you to better understand your complete financial picture.
Goal Setting
We identify goals and objectives, prioritize them and determine the amount of risk you’re comfortable with.
Customize Your Plan
We draw on expertise and resources at Baird and then recommend a custom solution.
Ongoing Reviews
We continue to measure performance and make adjustments as changes occur in the markets and your life.
Frequently Asked Questions
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Life can become complicated. Building wealth for your future is important. Whether as an individual or a family, our responsibility is to understand your evolving situation, the unique circumstances of your life, and how you want to progress over time. We draw upon experts and resources in investment management, tax planning, estate planning and more to ensure your plan is reflective of your goals.
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A financial plan is our basic guidepost to how we will invest and how we will advise you on future actions. Therefore, one of your best questions for us when considering a financial decision is what the long-term effect will have on your plan.
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Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.
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For over a century, we have upheld the values of honesty, openness, collaboration, and prioritizing clients. These principles are the cornerstone of our distinct culture and business approach, which we refer to as The Baird Way. Learn more about our firm, our balanced business model and our employee ownership structure by clicking the About Baird tab.
We want to learn more about your personal situation, identify what dreams and goals you have, and understand how we can best help you. Please connect with us below to learn more about what we can do for you.