Baird Wealth Strategy Group

Baird Wealth Strategy Group We help financially successful clients become more efficient with their financial planning needs.

*An experienced professional in the financial services industry, Kevin G. Baird has been a local financial planner and wealth manager for over 30 years. He is the President and founder of BAIRD Wealth Strategy Group as well as a Registered Representative and Branch Manager with United Planners Financial Services. The majority of his practice is devoted to helping pre and post retirees thoroughly u

nderstand their options to better manage their wealth, reduce future taxation and control the risk of their investments. He recognizes that outliving your income is a major concern for most retirees. He strives to help you minimize the risk of your investments and help you stay ahead of the long term costs of inflation. Kevin is a Certified Financial Planner™, Certified Estate Planner, Accredited Investment Fiduciary®

*Kevin Baird is a registered representative offering securities and advisory services through United Planners Financial Services, a limited partnership. MEMBER: FINRA/SIPC.Baird Wealth Strategy Group and United Planners are not affiliated.

Check out this informative video on bull and bear markets to better understand how the stock market works!
06/11/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/09/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/04/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
06/02/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
05/28/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Children with special needs may need ongoing help after their parents are gone.
05/26/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
05/21/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/19/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
05/14/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Address

222 E Carrillo Street Ste 304
Santa Barbara, CA
93101

Opening Hours

Monday 8am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 8am - 3pm
Friday 8am - 3pm

Telephone

+18058983684

Website

Alerts

Be the first to know and let us send you an email when Baird Wealth Strategy Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Baird Wealth Strategy Group:

Shortcuts

Share

Category