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The Peters Group | Baird Private Wealth Management

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

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The Peters Group | Baird Private Wealth Management 14648 North Scottsdale Road Suite 175 Scottsdale, AZ 85254 480-624-2362 [email protected] Client Login Menu HomeAbout Us Our ProfileOur PracticeAdvisory NetworkAbout BairdInsights Baird DigestMarket InsightsContact Client Login It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Learn More How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Learn More Vigilant Financial We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Learn More It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Learn More How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Learn More Vigilant Financial We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Learn More It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Learn More 4 Consultants 45 Years of experience 2 Local Offices We Stay Focused on Market Trends, so You Don't Have To Manage Your Money with Confidence Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Learn more What We Bring to the Table We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Learn more What We Offer We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  TaxPlanning Investments Management Retirement Management ...AndMore! Our Experts Dan Peters, JD Senior Vice President 480-624-2362 [email protected] Chris Peters, CFA® Financial Advisor 303-270-6370 [email protected] Michael T. Clark, CFP® Associate Financial Advisor 480-624-2306 [email protected] Nora Kirwan Client Specialist 303-329-4354 [email protected] See the Whole Team Learn How We Can Help You Contact Us Contact Office: 480-624-2362Toll-Free: 877-792-7594 Fax: 480-624-2309 14648 North Scottsdale Road Suite 175 Scottsdale, AZ 85254 [email protected] Quick Links RetirementInvestmentEstateInsuranceTaxMoneyLifestyleAll ArticlesAll VideosAll CalculatorsAll Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2023 FMG Suite. Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining market. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.Terms & Conditions l Retail Investor Information/Form CRS l Privacy Policy l Financial Information l Business Continuity