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Ironwood Investment Counsel, founded in 2001 and located in Scottsdale, Arizona, is a fee-only Registered Investment Advisor dedicated to helping individuals and institutions preserve and grow their wealth through customized investment and wealth management strategies. The firm manages over $1 billion for a diverse clientele, including families, foundations, trusts, and retirement plans. With a team of experienced professionals holding various certifications such as CFA and CFP, Ironwood emphasizes a comprehensive, client-centric approach that integrates investment management, tax efficiency, estate planning, and charitable intentions. Their commitment is grounded in the values of integrity, stewardship, and discipline, ensuring a high level of service and expertise for an exceptional client experience. Generated from the website

Founded in 1919, Robert W. Baird & Co. Incorporated is a wealth management, capital markets and asset management firm. Based in Phoenix, Ariz., the firm offers various services, which include securities brokerage, investment banking, research services, private equity and venture capital investing. Robert W. Baird & Co. Incorporated caters services to a number of customers, such as individual, corporate, institutional and municipal clients. It has more than 100 locations in the United States, Europe and Asia, including 58 Private Wealth Management offices worldwide.