Baird Wealth Management, LLC
President / Registered Principal, LPL Financial
925-854-8834
JerryBaird@BairdWM.com
We provide our clients Wealth Management services through highly personalized and strategic integration of Financial Planning, Investment Management and Estate Planning.
In addition we help professional practices and corporations perform due diligence on their current corporate retirement plan or design and establish new plans. We have expertise helping law firms, medical practices, and engineering firms establish flexible plans that optimizes contributions for owners and other key employees while minimizing overall plan contribution costs.
Serving clients on both coasts, we are available to meet with prospective clients throughout the San Francisco Bay Area (Walnut Creek, CA), Lake Tahoe Area (Incline Village NV), and Raleigh, NC.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.