Financial Advisor Bart Rudolph | Baird Private Wealth Management

From Barns To Boardrooms, We've Got You Covered

Bart Rudolph and his team start with comprehensive wealth management and estate planning to secure your financial future, whether you're transitioning into retirement or selling your business. From start to finish, we ensure a smooth and successful process.

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Perspectives on Tax Planning

Too often, taxes are thought of once or twice a year, but a truly effective tax plan is year-round and on a multi-year basis.

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Perspectives on Tax Planning

Too often, taxes are thought of once or twice a year, but a truly effective tax plan is year-round and on a multi-year basis.

Learn More

Perspectives on Tax Planning

Too often, taxes are thought of once or twice a year, but a truly effective tax plan is year-round and on a multi-year basis.

Learn More

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From One Professional to Another / Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment management. If you’re ready to work with a wealth management professional, let’s sit down to talk.

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Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Schedule A Consultation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Financial Advisor Bart Rudolph and his team are comprised of industry experts with decades of combined wealth management experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Business Owner Solutions

We advise lower middle-market and emerging growth companies and their owners on business transition, valuation and M&A transactions.

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Global Investment Banking

We provide advisory & financing services that help publicly traded companies, private companies, entrepreneur-owned businesses and private equity firms around the world achieve their unique objectives.

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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