Our Financial Advisors
Forbes/SHOOK "Best in State"
The WLMSW Group was recently recognized by Forbes/SHOOK Research as a 2026 Best-In-State Wealth Management Team
Each team—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
Client Centered - Our Team Keeps You in Focus
Our business is built on a foundation of thoughtful client relationships that last generations.
Our Services
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.
About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management. Putting you first, no matter what - that's how Baird has been doing business for more than 100 years.
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We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.