Thoughtful Financial Guidance for Life's Important Moments
At the Lanagan Spicer Vliek Group, we believe financial advice should be personal, thoughtful, and grounded in long-term relationships. As a wealth management team at Robert W. Baird & Co., we work with individuals and families throughout the Chicago metro area and Phoenix, Arizona to provide comprehensive financial planning, investment management, and wealth strategies designed to help clients move forward with clarity and confidence.
Who We Serve
The Lanagan Spicer Vliek Group serves individuals and families seeking comprehensive financial planning and personalized investment guidance at every stage of life. Our clients include professionals and business owners building and protecting wealth, families planning for long-term financial freedom, individuals approaching or transitioning into retirement, and those navigating major life or financial changes. We also specialize in working with women who want a trusted partner to help them make confident, informed decisions about their financial future.
Our Approach to Wealth Management
We provide comprehensive financial planning and investment management designed to help clients make confident decisions about their wealth. Our services include investment strategy development, retirement planning, estate and legacy coordination, and guidance through complex wealth transitions. Every recommendation is thoughtfully tailored to our clients’ goals, values, and financial circumstances.