Baird Financial Advisor - Kalamazoo, MI
Timothy Williams
Private Wealth Management
First Vice President
twilliams@rwbaird.com
Phone   (269) 381-0592  
Toll Free   (800) 381-8111  
Fax   (269) 381-1052  
Robert W. Baird & Co.
125 South Kalamazoo Mall  
Suite 302  
Kalamazoo, MI 49007   		Contact Us
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What do we do that differentiates us from everyone else?

 

We work with a select group of families, providing comprehensive strategies for managing wealth over generations.

We Believe...

1. ..We need to understand the client's goals.

2. ..Financial success can be achieved through a written plan.

3. ..You can reduce risk through asset allocation, rebalancing and reviewing.

4. ..Employing money managers to manage investments.

5. ..Consult with other professionals on your behalf. (CPAs & Attorneys)

 

This all starts with a 4 point process.

1. Gather Information.

Collect all pertinent personal information and assets. Assess risk & tax tolerances. Help formulate goals.

2. Present Plan.

After gathering the information, we will form an Investment Policy Statement based on your personal information, goals and risk parameters. At this point, we re-evaluate because the financial forecast may uncover other future concerns.

3. Implement Plan.

When we agree on the plan, I will help you gather your assets and implement them into the plan.

4. Monitor & Review.

On a regular bases I review your investment on several points. As needed we will then meet and review the investments and your goals.

 

It used to be you could measure financial progress simply by following the stock market. Today, you need to consider every piece of your financial life. Our clients see value in that.

 

  

 

 

 
 
 
I am licensed to offer securities in the following states: AL, AR, AZ, CA, FL, IL, IN, MI, MN, NC, NY, TN, TX.

Market Snapshot & Tools  
 

Baird 2009 Annual Report
Highlights Our Accomplishments

Baird ranked NO. 11 among FORTUNE's 2010 "100 Best Companies to Work For®" — a message from Paul Purcell, Baird Chairman, President & CEO.

What are the keys to the
economic recovery?
Watch our award-winning
analysts give their perspectives.

Baird Investment Digest
Spring 2010

2010 Market Outlook and Economic Insight Video

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©2000 - 2010 Robert W. Baird & Co. Incorporated.
This site is intended for residents of the state of MI, if you are not a resident of MI, please use our firm locator to find an office in the state which you reside.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member FINRA and SIPC.