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Personalized Wealth Management

Envision your future with anticipation, rather than apprehension.

Discover What We Do
We'll Care for Your Well-Being, Personally and Financially

We'll Care for Your Well-Being, Personally and Financially

We thrive on identifying and achieving the unique goals of individuals and families, businesses, law enforcement and other retirement plans.

We break down complicated concepts into simple, actionable ideas so you can make thoughtful and informed decisions. This starts by combining our understanding of the capital markets with an awareness of your goals to develop personalized solutions that evolve over time as your needs change.

What's On Your Mind?

Whether local to us in Indianapolis, or coming to us from afar, we work to determine your needs and how we can best approach them.

Let's get to know each other

Committed to Creating A Powerful Wealth Management Experience

Our Partners

Eric Wikstrom

Eric Wikstrom

Tax Strategist

Geofrey C.  Banda

Geofrey C. Banda

CIMA®, Portfolio Consultant

Chad Afdahl

Chad Afdahl

Liquidity Solutions

Bobbie Henion-Green

Bobbie Henion-Green

Retirement Plan Consulting

Laurence  Kluth

Laurence Kluth

Equity Compensation Planning Manager

Interested in a Second Opinion?

We’ll Develop a Plan That Prioritizes What’s Most Important to You

Whether working with businesses or people, it often comes down to solving a problem we all have – life expectancy vs. resources. In both cases, we ask, “How can we best meet that goal while accounting for risk?

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Markets Fluctuate

Your Personal & Financial Peace of Mind Shouldn’t

Serving Forward-Thinking Clients for Over 25 Years

Serving Forward-Thinking Clients for Over 25 Years

We guide individuals and businesses in making well-informed decisions as they prioritize their goals while navigating the changing market environments. We take care of the details of the wealth management process so you can focus on those things that bring you joy, peace and fulfillment.

Who Do We Work With?


Individuals & Families

Individuals & Families

We take a collaborative approach to wealth management – our client relationships are never us telling them what to do, but exploring together their concerns and potential solutions.

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Pension Plans

Pension Plans

With many of our clients being in law enforcement, we have a wealth of experience designing retirement plans for individual and institutional clients.

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Foundations

Foundations

We have over two decades of experience assisting fiduciaries in meeting their needs and fulfilling their responsibilities to those they serve.

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Our Customized,
Full-Service Solutions Include:

Advanced Planning | Investment Consulting | Relationship Management

Advanced Planning | Investment Consulting | Relationship Management

Experience a process in which we simplify the complexities of your finances.


You work hard for your money and when it comes to managing it, you shouldn’t need to make compromises. We aim to make your wealth management experience a positive one by providing personalized service backed by the expertise and support of a privately held, international financial services firm.

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Wealth Management

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Advanced Planning

Advanced Planning

✓ Wealth Enhancement

Tax mitigation and cash flow planning

✓ Wealth Transfer

Transferring wealth effectively

✓ Wealth Protection

Risk management, some trusts and risk transfer 

✓ Charitable Planning

Maximizing charitable impact

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Relationship Management

Relationship Management

✓ Client Relationship Management

Total client profile

First-class client service

Client appreciation and education events

✓ Professional Network Relationship Management

Collaboration with your other professional advisors to establish a unified strategic approach

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Investment Consulting

Investment Consulting

Management of all investment elements to maximize the probability of clients achieving all that is important to them

✓ Portfolio performance analysis

✓ Risk evaluation

✓ Asset allocation

✓ Assessment of costs

✓ Assessment of taxes

✓ Investment policy statement

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Resources

Wealth Strategies

Wealth Strategies

Baird’s monthly webinars discussing the wealth management topics that are on your mind.

Bull & Baird

Bull & Baird

Baird’s Mike Antonelli explores catalysts moving the day’s financial markets, shares links to relevant news stories and editorials, provides market perspective and offers comic relief on the day’s developments.

Insights and Education

Insights and Education

News and perspectives for growing and preserving your wealth.

Are You a Current Client?

Securely Access Your Accounts

Indiana Sheriffs' 457(b)

Account Login

Baird Online

Account Login

Trust Services

Account Login

Have Questions About Your Account

Contact Us

Let’s Get Started

Not Quite Ready?

You can still discover how we can help and what our process is like. Fill out the form below or give us a call to discover the Baird difference. Whether local to Indianapolis, or coming to us from afar, we work with you to determine your needs and how we can best approach them. Give us a call to discover how we can help you feel confident about your financial future.

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Kris Callaway

BAIRD PRIVATE WEALTH MANAGEMENT

8801 River Crossing Blvd Ste. 120

Indianapolis, IN 46420