Baird Private Wealth Management

Trust & Estate Services. Asset Management. Securities Custody. Established in 1994, Mission is an independent trust company based in Tucson, Arizona. Our core services include trust and fiduciary services, asset management, and securities custody. Mission works with high net worth families, special needs or supplemental benefits trusts, religious and non-profit organizations, retirement, corporate and captive insurance assets. Mission is a business that is all about people. We want to meet with you, get to know you, and be there when you need us—as our quarter-century history shows.

We understand the common misconception that young professionals do not require the guidance from a financial advisor. Our mission is to help younger professionals shift out of that mindset and realize the benefits and value of working with an advisor earlier in their career. Starting your relationship with a financial advisor at a younger age allows you to take advantage of the many things most professionals are leaving on the table. Advantages such as compound interest, the ability to take on more risk and the time to learn.

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.