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Guiding Business Owners and Families Through Complex Financial Decisions with Thoughtful Planning

Robert Choy, CPWA®, CFP®

Robert Choy, CPWA®, CFP®

In partnership with the resources at Baird, Robert and his team serve accomplished individuals and families to coordinate the many moving parts of their financial lives. From investment strategy to legacy planning, he takes a disciplined and thoughtful approach.

"An Investment in Knowledge Pays the Best Interest." -Benjamin Franklin

Market Insights

Market Insights

The latest market and planning insights from Baird’s financial specialists

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Services

Services

A partner that helps you achieve the things you want for yourself and the people you care about most

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About Baird

About Baird

World-class resources, expertise and passion for wealth management

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Our Clients 

Helping Investors from every background. 

Pre-Retirees

  You’re approaching a new chapter, and thoughtful planning matters. We work with individuals and families as they prepare for retirement, helping them think through key decisions around income planning, taxes, healthcare, and long‑term priorities—so they can move forward with clarity and confidence.

Retirees

  Retirement brings new opportunities—and new considerations. We support retirees with ongoing planning focused on managing income, preserving wealth, navigating life changes, and aligning financial decisions with what matters most to them over time.

Business Owners 

  We help business owners navigate the intersection of business decisions and personal wealth planning, providing thoughtful guidance as priorities, opportunities, and life stages change.

Individuals & Families

  We help individuals and families navigate financial decisions with thoughtful planning and ongoing guidance—so their financial strategies can evolve alongside life’s changes.

After You Max Out Your 401(k)

After You Max Out Your 401(k)

Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

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