We work with individuals and families across a wide range of backgrounds, typically serving clients who have accumulated at least $1 million in investable assets. Our approach is best suited for those seeking a long‑term advisory relationship and a coordinated strategy across their financial life. To provide holistic, integrated, thoughtful advice, we generally ask to oversee all assets available for active management, allowing us to align decisions with your goals and act in your best interest.

If we’re not the right fit, we’ll still do our best to answer your questions and connect you with someone who may be a better match.

Our process is designed to be thoughtful, efficient, and highly personalized. From the start, our goal is to understand you—not just your finances, but your priorities, values, and what you want your money to support—so we can determine whether we’re a good fit and how we can add the most value.

1. Discovery
We begin with Discovery, where we spend time learning about your goals, family, career, and broader financial picture. This conversation sets the foundation for everything that follows and ensures your strategy is built around what matters most to you. If we mutually decide we’re a good fit, we move forward with opening your Baird accounts and registering you for our secure online portal, Baird Online.

2. Financial Planning
From there, we move into a Financial Planning. We work together to organize your financial information and create a clear, actionable plan addressing your goals—whether that includes retirement, tax planning, estate considerations, or major life transitions. Our focus is on clarity, prioritization, and practicality.

3. Investments Planning
Next is the Investments Planning, where we review your current investment allocation and design a portfolio aligned with your plan, risk tolerance, and time horizon. Our focus is on building a disciplined, tax‑aware, and long‑term strategy implemented in a thoughtful and efficient way.

*There is flexibility to combine Dicsovery, Financial Planning, and Investments planning into whatever sequence of meetings best meets your scedule.

4. Implementation and Ongoing Review
Once your strategy is in place, we move into Implementation and Ongoing service. We put the plan into action, coordinate any necessary details, and begin regular reviews to ensure everything stays aligned as markets change and life evolves.

Ongoing, we meet clients where they are in their financial journey. We conduct regular reviews for every client, while many choose to meet more frequently during periods of change and others prefer a lighter touch. There’s no rigid schedule—our approach is intentional, flexible, and tailored to your needs and preferences.

We’re also flexible in how we connect. Meetings can be held in person, over Zoom, by phone, or handled efficiently via email—whatever works best for you. We know our clients are busy, and we aim to make communication convenient and purposeful, without sacrificing accessibility or responsiveness.

Above all, we strive to provide the same level of care, thoughtfulness, and guidance we would offer our own family—remaining available, proactive, and engaged as a long‑term partner in your financial life.

Our team is deeply experienced and highly accomplished. We combine hands‑on portfolio management with the resources of an employee‑owned firm to deliver a high‑quality, comprehensive wealth management experience.

Suey brings decades of successful institutional investment experience that is rare in today’s wealth management landscape. He has been recognized as a top analyst by The Wall Street Journal's “Best on the Street” awards, a distinction earned by very few financial advisors nationwide. Unlike groups that outsource portfolio management entirely, we manage the vast majority of our clients' portfolios in‑house. That means investment decisions are made with discipline, vigilance, and direct accountability to our clients—every day.

Nick represents the next generation of the firm, combining a strong grounding in finance with a modern, relationship‑driven approach. His background in software client service leadership and advanced business education shapes how our team operates day to day—thoughtful, prepared, and highly responsive. Our goal is simple: to deliver clear advice, use modern tools wisely, and build long‑term relationships based on trust rather than transactions, in support of our clients’ overall financial well‑being.

In addition to our core advisory team, we collaborate closely with experienced specialists across Baird, our employee‑owned parent firm. This internal partnership allows us to bring deep expertise in areas such as tax planning, estate strategies, and business succession when it adds value. We work with these specialists regularly and involve them directly in client conversations whenever it is beneficial.

Together, we offer a rare combination of seasoned investment judgment, comprehensive expertise, and fresh perspective—delivered by a team where clients know exactly who is managing their money.

We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

—1.5% $0 - $4,999,999
—1.25% $5,000,000 - $9,999,999
—1.0% $10,000,000+

We do better when our clients to better.

We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.

For accounts above $2 million there’s no additional charge for the tax, financial, education, estate, and all other planning advice we provide.

All services are paid for by one unified fee that is automatically drawn on a quarterly schedule.

Yes, tax strategy is a core part of our planning process. We review your tax returns annually, identify opportunities, and collaborate with your CPA to help minimize taxes over time—not just at year-end.

Absolutely. We believe in a team-based approach and regularly coordinate with outside professionals to ensure your financial strategy is aligned across all areas.

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.

Baird’s employee‑owned structure creates true alignment with our clients. Because the firm is owned by its associates—not external shareholders—we are not driven by quarterly earnings pressure or product‑pushing incentives. This structure gives us the autonomy to focus on long‑term decision‑making and to act solely in our clients’ best interests.

Learn more about our firm, our balanced business model and our employee ownership structure by clicking the Team > Our Firm tab.