Gary WrightQPFC, CDFA™

People choose their careers for many different reasons. When I decided to become a Financial Advisor, I was driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

I have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

In Baird, I have a partner that shares my passion for wealth management, with world-class resources and deep expertise to support me in my mission to provide the very best advice and service I can in important areas, including:

• Portfolio management
• Saving for higher education
• Planning for retirement
• Estate planning services
• Investment tax planning
• Insurance

 Also, I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting.  I will do my utmost to meet your highest expectations.   I have included a way to share our website with people who want to learn more about our business or may be facing a life changing event, such as retirement, job change, or and estate issue by using the "Forward to a Friend" link in the upper right hand corner.

My Practice

 The value of a relationship arises from trust.  I earn the trust of clients by asking, listening and putting their interests first.  My practice is driven by the belief that comprehensive skills, deep expertise, integrity, and great service are the foundation to a successful long-term relationship. As part of a leading private wealth management firm, I strive to provide financial advisory services that exceed the expectations of individuals, families, and corporations. 

My Mission

My mission is to provide clients with a comprehensive level of wealth management services for all stops on life’s financial journey.  Mine is a highly personal business—one that requires an in-depth understanding of each client’s financial resources, risk tolerance, investment experience, tax situation, goals, family dynamic, and legal exposure. Often this entails working with a client’s other advisors, including attorneys and accountants. I respect the privacy of information you share. Starting with your goals and objectives, I offer comprehensive financial planning solutions.

My Vision 

My vision is to guide our clients through the many obstacles that occur on life’s financial journey so that they can spend their time and energy on what is most important to them.  By working with a select group of clients, we help ensure that we proactively advise our clients in all areas of their financial lives based on their unique set of goals, objectives and risk tolerance. With my systematic financial process, the financial decisions that I make on your behalf will be consistent with your goals.

My Process

My process focuses on the client first, beginning with a holistic approach with each relationship.  By implementing the following process, I will help ensure that all financial decisions we make on your behalf are consistent with your goals and risk tolerances.  Along with getting to know each other at the onset and development of our relationship, my process includes five steps:

1. Identify and prioritize your financial goals and objectives
2. Gather important information and set realistic expectations
3. Develop and present wealth management options
4. Mutual Commitment and Plan Implementation
5. Reconnection Meetings and Ongoing Monitoring