• Stephen is a CPA and former CFO of a privately owned manufacturing business and a start-up business, giving him first-hand knowledge of the challenges and opportunities of business ownership.

• We help analyze cash flow needs to determine the appropriate amount to keep in operational accounts, while developing an investment strategy that aligns with financial goals to balance liquidity with investment opportunities.

• We can help business owners prepare for the next stage of business ownership, whether that’s growing, transferring, divesting or retiring.

• We work closely with other trusted advisors that offer experienced guidance so clients can make the best decisions about your business.

• We help clients put the pieces of the puzzle together so they understand the big picture of their financial lives.

• We create a clear plan to build and protect wealth, then guide clients through every step that leads them to their goals.

• We help clients understand all their financial options so they can make well-informed decisions with greater confidence.

• We leverage internal Baird resources to educate clients about what they need to protect, grow and transfer their hard-earned wealth. With these additional resources, we can offer exceptional services for financial planning, tax issues, retirement planning and more.

• Our experienced advisors are uniquely able to support the varying needs of multiple generations of families in planning for and executing generational wealth.

• We develop and optimize investment strategies that consider the costs associated with boat ownership and potential returns on investment to align with boat owners’ financial goals.

• We help strike a balance between enjoying the boating lifestyle and securing a stable financial future.

• We help clients navigate the unique challenges of boat ownership, from insurance coverage to risk management strategies tailored to their specific situations.

• We offer expert guidance on tax-efficient wealth management strategies, ensuring boat owners maximize their financial resources while minimizing tax burdens.