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.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
07/16/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
07/14/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
07/09/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

How will your investments weather the ups and downs of the business cycle?
07/07/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
07/02/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/30/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Does your business have a retirement strategy that fits your short, long-term needs?
06/25/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
06/23/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
06/18/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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

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