Baird Private Wealth Management

Baird Private Wealth Management is a wealth management office in Green Bay, Wisconsin. The team works with clients on financial planning that extends beyond investments, helping them build a plan for the life they want both now and in the future. Advisors start by learning about a client's personal situation, identifying their goals and dreams, and understanding their tolerance for risk. Long-term relationships built on open and honest communication are central to how the office works with the families it serves. The Green Bay office holds a rating of 3.00.

Baird operates as an independent, employee-owned firm structured to perform over the long term, and the Green Bay office describes its success as tied directly to the success of its clients. The firm's stated mission is to provide financial advice and service to clients while being a strong place to work for its associates, and it traces its commitment to honesty, integrity, transparency and teamwork to ideals established more than 100 years ago. The office emphasizes keeping client interests first, measuring quality as the standard of success, and drawing on expertise, diversity and teamwork to deliver financial advice. The Green Bay branch was named Branch of the Year in 2024. Community involvement is part of how the office approaches its role, with giving back described as core to calling a community home.

The office is located at 440 South Washington Street in Green Bay, a short walk from the Green Bay Fire Station No. 1 and Astor Place park. Admiral Flatley Park and the Vice Admiral Flatley public artwork are both about a tenth of a mile away, and West Mason Street runs nearby.

Baird Private Wealth Management serves Green Bay clients from its South Washington Street office, pairing a long-established, employee-owned structure with financial planning focused on each client's goals and risk tolerance.