Baird Private Wealth Management

Wealth management is the focus at Baird Private Wealth Management, a financial services practice in New Hartford, the Oneida County town just outside Utica. As the name suggests, the work centers on investing, planning and managing money for individuals and families, with an eye to long-term goals.

Wealth management clients are often looking for long-term planning rather than a quick transaction, and a local office in the Utica area keeps that relationship close to home. New Hartford is a busy shopping and services hub for the Mohawk Valley, which makes it a convenient place to meet.

What to Know

• It’s a financial services practice with a wealth management focus.
• The practice is a member of both the Greater Utica and New Hartford chambers of commerce.
• Wealth management typically covers investing, retirement planning and long-term financial goals.