Recognized by Forbes | SHOOK Research as a 2026 Best-In-State Wealth Management Team

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

Climb Your Mountain

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Baird Seattle Is Moving. Come See What’s New!

More Than a New Address, This Move Creates a Better Way To Serve You.
Details Coming Soon

We’re Moving – and We’re Excited <br/>To Welcome You

We’re Moving – and We’re Excited
To Welcome You

Everything you value about working with us remains the same – but starting May 18th, we’re in a new location that’s been purposely built for you. With beautiful yet private meeting spaces, enhanced technology and a setting built for collaboration, we’re strengthening how we serve you.

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Welcome to the family!

When you work with us, you're part of the family. Our team of wealth management professionals have decades of experience in financial services. We can help you address both your needs of today and those of tomorrow.

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"Honesty in our business dealings and integrity in everything we do." – Robert W. Baird

Where do you want to go? We'll get there, together.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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