Our Practice
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