Sarah C. Cuddy, CFP, CDFA - Baird Private Wealth Management

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Sarah C. Cuddy, CFP, CDFA - Baird Private Wealth Management Hi, I'm Sarah! I'm glad you found me. I am a Wealth Manager, Certified Financial Planner Professional, and Certified Divorce Financial Analyst. Baird & Co.

My goal is to help you reach your goals. Securities and Investment advisory services are offered by Robert W. Incorporated, a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Please visit my Baird website or rwbaird.com for additional disclosures.

11/03/2026

💡It's the Tuesday Tip!

🤔What Asset Class might you have overlooked in your last Financial Plan?

🍎Let's talk about your health and why it matters to your Financial Plan.

💸As the old saying goes "An ounce of prevention is worth a pound of cure." Investing in your health can save money over time.

💪A healthy body is more independent body and independence gives you options.

📈Investments in your health can compound over time, similar to how your money compounds over time.

💖Investing in your health and having good health gives you options. And having options is one key to a successful Financial Plan.

Divorce can change your financial picture significantly. Understanding your options can help you make more informed deci...
11/02/2026

Divorce can change your financial picture significantly. Understanding your options can help you make more informed decisions about what comes next.

I’m excited to be the featured speaker for BNI Success connect. I'll be talking about divorce financial planning and the role a CDFA® can play in divorce.

📅 Wednesday, November 4th at 11:30 am
📍 Warehouse 72 in the Marque Entertainment Center on I10 at Silber

I hope you’ll join me for this talk and great professional networking.

Register for the meeting here: https://bnihouston.com/en-US/visitorregistration?chapterId=6504

10/31/2026
💀👻🧙 Happy Halloween from my littlest monster! 🐈‍⬛🎃🦇Would you give her a treat or a trick if Gigi showed up at your door?
10/31/2026

💀👻🧙 Happy Halloween from my littlest monster! 🐈‍⬛🎃🦇

Would you give her a treat or a trick if Gigi showed up at your door?

Investing well starts with behavior, but knowing which behaviors to avoid and which to embrace is not always easy. In th...
10/27/2026

Investing well starts with behavior, but knowing which behaviors to avoid and which to embrace is not always easy. In this episode of All That Matters, Mike and Ross explore the “sins” that can lead investors astray, the “virtues” that can help them

Mike and Ross unpack the sins and virtues of investing and why politics shouldn't drive investment decisions.

10/27/2026

💡It's the Tuesday Tip!

What is an Exchange Traded Fund?

🧺Similar to Mutual Funds, Exchange Traded Funds (ETFs) are a basket of securities. Those securities might be stocks, bonds, or other kinds of investments.

😶A big difference between ETFs and Mutual Funds is that ETFs aren't actively managed. Rather than trying to beat an index, they are trying to replicate an index.

This is why ETFs are sometimes also called Index Funds.

↗️↘️Another difference is how you buy an ETF. As the name implies, ETFs are traded on an exchange much like stocks.

Baird Strategas Chief Investment Strategist Jason Trennert talks through what the recent rise in interest rates means fo...
10/23/2026

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 Strategas Chief Investment Strategist Jason Trennert talks th...

🐎 Nemo and I went to a show!This was only the second time Nemo had been away from home for a show, and he was struggling...
10/23/2026

🐎 Nemo and I went to a show!

This was only the second time Nemo had been away from home for a show, and he was struggling a little; missing his friends and dealing with a lot of new sights and sounds.

💪Our first class went well, and I felt like our performance was strong.

Then came our second class.

🫩It was late in the afternoon, Nemo and I were both starting to feel tired, and he was annoyed at being asked to go back into the arena to work after having worked earlier that day.

About a third of the way through our performance, Nemo saw a tractor in a nearby field. He spooked, bucked, and went off course entirely. I assumed that we'd blown our chance to place.

But I kept riding; trying my best to finish strong. Afterwards I told him he was a good boy and got him settled down to rest. I figured we'd place in the middle of the field at best.

🥇Later that evening I got a text from our trainer "1st place on the rodeo ride!!!" I was so surprised I actually laughed out loud.

When you're in it, you don't know what the ending will be. I had no expectations of placing, much less placing first. And we wouldn't have if I'd given up and stopped trying.

There will be times when your life, your plan, or your investments go of course. Just because you got off course doesn't mean you aren't still in the game.

🏆Keep going. You might still end up in first place.

Happy Baird-iversary to me! Today marks 11 years since I joined Baird.I am grateful to work a firm that values me and my...
10/22/2026

Happy Baird-iversary to me! Today marks 11 years since I joined Baird.

I am grateful to work a firm that values me and my clients and treats us with the care we deserve.

🌈🌞As I often tell people, it's been rainbows and sunshine for the last 11 years. I hope the next 11 are even better!



Address

4400 Post Oak Parkway, Ste. 2790
Houston, TX
77027

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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