Baird 360 Wealth provides a summary of all your financial accounts to give you a true 360-degree view of your finances.  By enrolling, you will have a bird’s eye view of your finances and a clearer picture of how you’re tracking against your goals across all your accounts - both at Baird and outside accounts. A variety of accounts can be linked, including:

Checking and Savings Accounts
Insurance Policies
Mortgage Accounts and/or Home Value
Credit Cards
Health Savings Accounts
Non-Baird Investment Accounts, including 401(k)s
Reward Programs

If you have questions about 360 Wealth, reach out to our office. We’re more than happy to help you in enrolling and setting up your accounts.