Services
Comprehensive Wealth Services
Our approach integrates investments, tax strategy, estate coordination, and planning across generations— designed to bring clarity, structure, and confidence to complex financial lives.
Financial Planning
- Comprehensive financial planning
- Retirement income planning
- Cash flow and lifestyle planning
- Goal-based financial strategy
Investment Management
- Custom investment portfolios (no model portfolios)
- Long-term disciplined investing
- Volatility and risk management
- Asset allocation strategy
Tax-Aware Strategies
- Tax-efficient investment planning
- Income distribution strategies
- Coordination with tax professionals
- Capital gains management
Estate & Legacy Planning
- Estate and trust coordination
- Intergenerational wealth transfer
- Family wealth planning
- Legacy structure alignment
Business & Liquidity Events
- Business transition planning
- Liquidity event strategy
- Concentrated stock planning
- Exit strategy coordination
Charitable Planning
- Philanthropic strategy
- Qualified Charitable Distributions
- Donor-advised fund coordination
- Tax-efficient giving strategies
For more information about our practice and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
TheLeeAndDunnGroup@RWBaird.com | 530-271-3000