The Vallano Group | Baird Private Wealth Management

Our Mission

To become and remain our clients' most trusted advisor.

Our Vision

To be nationally recognized for delivering an unrivaled combination of successful wealth management solutions and exceptional client service.

Our Values

A deep respect for the individual
Integrity in thought and action
Teamwork supported by a family-oriented culture
Relentless commitment to excellence

Who We Serve

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need the right team of financial professionals in your corner.

Industry Professionals
Business Owners
Ultra-High Net Worth Individuals
Retirees and Pre-Retirees
Non-Profit Organizations
Individual & CompanyRetirement Plans
Multi-Generational Relationships

Our Services

Specializing in the unique needs of medical professionals.

Masterplan

A Meticulous and comprehensive approach to Finanical Planning

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Baird Trust

Trust administration. estate settlement, and investment management services

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Private Investment Management (P.I.M.)

Custom portfolio management tailored to your financial aspirations

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Useful Resources

Helpful guides and documents

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Our Community Involvement

How we give back

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Your Wealth & You

Your Money & You” Radio Show is now a Podcast

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Baird Wealth360

All your finances in one place

View your net worth across your Baird and linked accounts
Review your asset allocation across all your accounts
Analyze your month-to-date spending
View progress against your customized budget
View your current month cash flow
Have the ability to link additional accounts

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Connect with us

Setting up an introductory meeting with our team is a proactive approach to discuss your financial goals and explore potential strategies.

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