Beyond the Money

Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the question of, "Do I have enough?"

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For more information about The Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

What is Beyond the Money?

Join the Perry Group of Baird Private Wealth Management as we explore a wide range of topics related to wealth management, offering insights and strategies to help you navigate your financial journey.