The Sheridan Group - Baird Private Wealth Management

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.

Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it m...
06/05/2026

Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it means for future returns), whether the Federal Reserve is the greatest risk to the rally, and how populism interfaces with today’s market.

Strategas Chief Investment Strategist Jason Trennert analyzes the r...

In this issue of our Wealth Management Mailbag, our wealth experts discuss inflation – why it’s lasting so long, and wha...
06/05/2026

In this issue of our Wealth Management Mailbag, our wealth experts discuss inflation – why it’s lasting so long, and what the Fed is doing about it.

Why is inflation so hard to tamp down, and how does raising rates help?

Milestone life events can be overwhelming. Whether you’re getting married, buying a house or starting a family, use this...
06/03/2026

Milestone life events can be overwhelming. Whether you’re getting married, buying a house or starting a family, use this guide to get your finances in order.

Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
06/01/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how t...
05/29/2026

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.

Strategas Chief Economist Don Rissmiller talks through the firm’s d...

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/29/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

05/27/2026

We had a great time getting our hands dirty for Baird Gives Back Week! 🌱

Our team spent a few hours volunteering at The Root Farm, helping prepare their grounds by laying compost, organizing wood, building up a rock wall around their welcome sign, and even expanding a play area for the goats 🐐.

It was an awesome way to give back to such a special organization doing meaningful work right here in our community. Proud of this team and grateful for the opportunity to make a difference together!

Trump's tariffs face real legal risks, but the administration has a back-up plan.
05/27/2026

Trump's tariffs face real legal risks, but the administration has a back-up plan.

Are we in for a round of higher inflation? And if we are, how should you protect yourself? Baird’s John Taft and Mike An...
05/25/2026

Are we in for a round of higher inflation? And if we are, how should you protect yourself? Baird’s John Taft and Mike Antonelli offer their perspectives.

Baird's John Taft and Mike Antonelli offer their perspectives on the future of your assets during a time of inflation.

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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