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Our Practice

How We Work

The Holzrichter Morrison Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.  

How We Can Serve You

Finaical and Estate Planning

  • Retirement and Education Planning
  • Tax Strategies
  • Wealth Transfer
  • Charitable Giving

Investment Management

  • Portfolio Management
  • Comprehensive Advisory Solutions
  • Brokerage Services
  • Alternative Investments
  • Cash Management

Risk and Liability Management

  • Annuities
  • Life and Long-Term Care Insurance
  • Lending Services

Michael Antonelli's Quick Takes: Inflation

Quick Takes: Potential Tax Changes Under the Biden Administration

Why You Should Take a Fresh Look at Your Insurance Coverage

Why Everyone Should Have an Estate Plan

Let's Get In Touch

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