Michael Marcotte - Baird Private Wealth Management

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Michael Marcotte - Baird Private Wealth Management I oversee the personal financial affairs of families in Michigan and seven other states, by working in conjunction with their tax and legal professionals.

Securities and investment advisory services are offered by Robert W. Baird & Co. Incorporated (Baird), a Registered Broker-Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Baird Trust Company, LLC. Please visit brokercheck.finra.org for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx.

Think you can spot a phishing scam? From shady senders to sketchy links, learn how to protect your info before it’s too ...
10/29/2026

Think you can spot a phishing scam? From shady senders to sketchy links, learn how to protect your info before it’s too late.

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Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

During this year’s open enrollment season, take some time to make sure your benefits choices – including your insurance,...
10/27/2026

During this year’s open enrollment season, take some time to make sure your benefits choices – including your insurance, retirement and savings decisions - align with your overall financial plan.

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During open enrollment season, choose benefits that align with both major life changes and your overall financial plan.

Baird Strategas Chief Investment Strategist Jason Trennert talks through what the recent rise in interest rates means fo...
10/26/2026

Baird Strategas Chief Investment Strategist Jason Trennert talks through what the recent rise in interest rates means for investors, whether a bull market top looms, and how to position portfolios in a concentrated market.

Baird's Market Strategy Team combines diverse, extensive economic and investment experience to provide direction for Baird's individual clients as well as institutional investors.

Your Medicare costs depend on a variety of factors, and can even change after you begin the program. These simple steps ...
10/22/2026

Your Medicare costs depend on a variety of factors, and can even change after you begin the program. These simple steps can help you keep your costs under control.

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Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.

Federal regulators are reconsidering rules that could give the Federal Reserve greater flexibility to reduce its balance...
10/20/2026

Federal regulators are reconsidering rules that could give the Federal Reserve greater flexibility to reduce its balance sheet.

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Federal regulators are reconsidering rules that could give the Fed greater flexibility to reduce its balance sheet.

Consumers are increasingly starting to prioritize healthy living and longevity lifestyles, going beyond “clean” labels a...
10/15/2026

Consumers are increasingly starting to prioritize healthy living and longevity lifestyles, going beyond “clean” labels and well-being aesthetics saturating the market into performance-enhancing products for both during and post-recovery activities. The average consumer now expects performance improvement and data-proven results, whether that’s across mobility, sleep, exercise or even walking, all fueled by the tech innovations at the ready, including a rise in fitness tracking, calorie counting and even sleep scores.

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Performance-driven wellness, healthspan demand and data-backed innovation reshape longevity-focused consumer brands.

Baird Market Strategist Mike Antonelli and Investment Strategist Ross Mayfield, consider what the market’s remarkable ru...
10/13/2026

Baird Market Strategist Mike Antonelli and Investment Strategist Ross Mayfield, consider what the market’s remarkable run means for investors later in life. Here's how time horizons, future spending needs and evolving goals can help investors balance protecting what they need today with staying invested for what lies ahead.

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Mike and Ross explore why investing doesn't end at retirement.

Planning for the future is crucial for every business. Check out this article on the importance of business succession p...
09/29/2026

Planning for the future is crucial for every business. Check out this article on the importance of business succession plans and discover five ways you can sell or transfer ownership of your business.

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Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

Baird Strategas Washington Research Analyst Jeannette Lowe talks through the typical stock market pattern in and around ...
09/28/2026

Baird Strategas Washington Research Analyst Jeannette Lowe talks through the typical stock market pattern in and around midterm elections before diving into the data center buildout that has become the key debate of the election season.

Baird Strategas Washington Research Analyst Jeannette Lowe talks th...

What are annuities and how do they work? Learn how they can support retirement income and manage longevity risk – plus t...
09/24/2026

What are annuities and how do they work? Learn how they can support retirement income and manage longevity risk – plus the costs and limits to consider.

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While issued by insurers, annuities work differently from traditional life insurance and many retirement savings tools.

Address

300 Park Street, Suite 240
Birmingham, MI
48009

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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