The Sheridan Group - Baird Private Wealth Management

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The Sheridan Group - Baird Private Wealth Management Securities and Investment advisory services are offered by Robert W. Baird & Co. Please visit my Baird website or rwbaird.com for additional disclosures.

Our team believes in developing a financial plan with transparency and mutual trust, because, after all, you worked hard for your money and it is our mission to make your money work hard for you. Incorporated, a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC.

11/02/2026

Do you know how missing the best and worst market days might affect your portfolio?

10/30/2026

After a challenging 2025 marked by headwinds like a government shutdown, U.S. consumers will benefit from a boost in 2026 due to significant stimulus on the horizon.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
10/28/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
10/26/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

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...

10/23/2026

Consider the stats - more than 65% of people will need a form of long-term care at some point in their lives. Read this article to learn how to get prepared for that expense.

When a loved one reaches out for financial help, you have options around how you may choose to assist them. To explore a...
10/21/2026

When a loved one reaches out for financial help, you have options around how you may choose to assist them. To explore a few choices that could benefit all involved, read here.

How do you offer money in a way that works for everyone?

Extended care refers to services needed by those who have a chronic illness or disability.
10/19/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through all the recent action in the bond market – fr...
10/16/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through all the recent action in the bond market – from the move in Treasury yields to the widening of credit spreads – and breaks down what it means.

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

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
10/16/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Address

555 French Road Bldg #2
New Hartford, NY
13413

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13157384578

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