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

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.

"Am I going to be OK?"It's one of the most common questions people ask during a divorce. While the future may feel uncer...
09/10/2026

"Am I going to be OK?"

It's one of the most common questions people ask during a divorce. While the future may feel uncertain, having the right financial guidance can help bring clarity, confidence, and a roadmap for what comes next.

Read how a Divorce Financial Advisor can help turn financial uncertainty into informed decision-making and peace of mind. 👇
https://scuddy.bairdwealth.com/blog/am-i-going-to-be-ok-financial-planning-in-divorce

Learn the warning signs of su***de for the people in your life, and for yourself.Changes in mood, sleep, or behavior; wi...
09/09/2026

Learn the warning signs of su***de for the people in your life, and for yourself.

Changes in mood, sleep, or behavior; withdrawing from others; talking about having no reason to live.

***dePrevention

09/08/2026

Open Enrollment for employer benefits is coming. This month I'm walking through some employer benefits you might have overlooked.

None of us want to think about it, but we all run the risk of dying sooner than expected.

😖Shopping for life insurance likely isn't your idea of a good time. But there is a shortcut.

✅Many employers offer Group Term Life Insurance as a benefit.

💸Coverage is often free or low cost and you don't need a medical exam to quality for coverage. Enrollment is typically completed when you enroll for your other employer benefits so there's no extra paperwork.

👩‍💻Take action now by reviewing your employer's benefit to see if they offer Group Term Life Insurance and consider if enrolling is right for you.

This weekend we celebrate the people behind the progress. Labor Day honors the hard work, commitment, and contributions ...
09/04/2026

This weekend we celebrate the people behind the progress. Labor Day honors the hard work, commitment, and contributions of workers across America. Wishing everyone a safe, relaxing, and well-deserved weekend!

September in National Su***de Prevention Month. We all have a role to play here. Su***de Prevention starts with connecti...
09/02/2026

September in National Su***de Prevention Month. We all have a role to play here. Su***de Prevention starts with connection.

You may not always know what someone is experiencing. A check-in, a listening ear, a number shared at the right moment, can make a real difference.

***dePrevention starts with connection.

***dePrevention

09/01/2026

Open Enrollment will be here before we know it! This month I'm walking through some employer benefits you might have overlooked.

🤔 When you think about insurance, you might think about medical, homeowners, auto, or life.

💵 But what about insurance for your income?

💸 Your paycheck covers everything from your mortgage to your retirement savings. What would happen to you if you were sick or injured and unable to work for an extended period of time?

🛟 This is where Disabilty Insurance comes into play. Disability Insurance is designed to replace part of your paycheck if you get sick or injured and can't work for an extended period.

💡Many employers offer Group Disabilty Insurance for little to no cost.

Take action now by reviewing your employer's benefit offerings. Do you have Disability Insurance? Do you need to sign up for it? Do you need to buy additional coverage?

If you're employer's offerings aren't adequate, I can introduce you to an agent who can help.

You cannot know what you have not be taught.Lady Gillian Winterbottom (aka Gigi) is just nine months old, and she doesn'...
08/29/2026

You cannot know what you have not be taught.

Lady Gillian Winterbottom (aka Gigi) is just nine months old, and she doesn't know anything about anything. So, she's enrolled in puppy school.

Here's what's interesting: Gigi has never once felt ashamed that she doesn't know anything. She just takes the world in and learns as she goes.

It's common for clients to tell me that they feel shame for not knowing more about investing or personal finance. But I have to ask, when did you get a chance to learn? Who offered to teach you?

If you're feeling behind in your investment journey, give yourself a break. You cannot know what you haven't been taught.

As your Financial Advisor, I'm here to offer you all of the education you need to feel confident. It might be hard, but I believe in you. (And Gigi does too.)

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key...
08/28/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key drivers are, how the Federal Reserve and Treasury Department are impacted, and what to expect from here.

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...

The Balance for August 2026 is here!This month I'm talking puppies and why I love HENRYs.Check it out!
08/27/2026

The Balance for August 2026 is here!

This month I'm talking puppies and why I love HENRYs.

Check it out!

Sign up for The Balance Newsletter, curated by Financial Advisor Sarah Cuddy, CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). Sign up today!

Happy National Dog Day! Today we celebrate dogs of all breeds, sizes, and sources for the ways they enhance our lives bo...
08/26/2026

Happy National Dog Day! Today we celebrate dogs of all breeds, sizes, and sources for the ways they enhance our lives both big and small.

Gigi here is my office mate, barn buddy, walking partner, and chief of evening shenanigans. She might not be fancy, but she's mine and I love her.

Show us your special pups in the comments and tell us how they make your life better!

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

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Wednesday 8:30am - 4:30pm
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