Mona Sarkar, J.D | Baird Private Wealth Management

Our Mission

The Sarkar Team serves clients located across the country to build, protect, and eventually transfer wealth in the most responsible and efficient ways possible. We manage multi-generational wealth for successful families and individuals that seek a boutique experience with a higher standard of care. We work diligently with clients and their board of advisors to develop, implement and execute on complex financial and investment solutions tailored to their individual and family needs.

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Investment Solutions

Business Owner Solutions

Baird Trust

Intellectual Capital

Business Succession and Executive Planning Services

Our team, consisting of both internal and external advisors, works extensively with corporate executives and high-net-worth individuals to provide comprehensive tax, estate and financial planning services designed to maximize the value of company-provided compensation and benefits, helping to meet their personal financial goals and objectives.

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Second Opinion Service

Our business is built on a foundation of thoughtful client relationships.

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We'd love to hear from you!

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