Baird Wealth Management, LLC

Jerome M. Baird, CFP®

President / Registered Principal, LPL Financial

JerryBaird@BairdWM.com

925-854-8834

We provide our clients Wealth Management services through highly personalized and strategic integration of Financial Planning, Investment Management and Estate Planning. Our firm believes the best way to manage our clients’ investments effectively is to have a financial plan in place that guides our investment recommendations.

At Baird Wealth Management, LLC we provide fee-based advisory investment management designed to align our success directly with yours. We do not earn commissions on trades. Instead, we use a transparent, tiered fee structure based on the size of your portfolio—meaning our sole focus is putting your interests first and growing your wealth. We only do better when you do better.

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, in addition to video conferences we are available to meet with prospective clients throughout the San Francisco Bay Area, Lake Tahoe Area, Boston, New York City, Portland, ME, and Raleigh, NC.

We designed this website as a window into our firm so you can evaluate our services, our values, and our team.   As you explore our pages, we hope you will get a clear sense of who we are, how we work, and if we might be the right partners to protect and grow your wealth. If you feel our planning-first philosophy aligns with your goals, we invite you to call us or click the button at the top right to schedule your complimentary introductory meeting.