We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
With 20 years of experience in financial planning and investment management, Pamela Baird has the accumulated knowledge and perspective to help you keep you and your financial future on a steady course. Pamela understands the dynamics of wealth – how to balance the complex forces at work and how to adapt intelligently as conditions change. As your vision for the future and risk for tolerance change along with your life and your needs as an investor, she will be with you every step of the way offering sound advice and customized strategies designed specifically for you. Pamela has built her career in financial services on the core principal of putting the needs of her clients first. Her process begins with a discussion of your investing experience, your expectations for returns, your tolerance for risk and your current portfolio. Based on what she learns about you and your goals and an analysis of the current financial markets, Pamela designs a customized investment portfolio for your specific needs. Once you are comfortable with your new plan, Pamela will put it into action and review its performance and look for opportunities to adapt your portfolio to address the many changes you experience in life, new financial needs, and your evolving feelings about risk. Through solid advice and unbiased recommendations, she gives you the confidence to plan for and pursue your financial goals. Since 1992, Pamela has been building a deep knowledge of the complex forces that drive the financial markets and how to use them to help meet the unique needs of her clients. She would love to do the same for you.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
