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We're always happy to help with any questions you have. 

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Our Practice

 We'll work with you to create a resilient strategy that evolves with you.

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Access your Baird Online Account and reports from your Financial Advisor.

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About Our Team

The Prestigiacomo Carroll Group is a multi-generational team built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. Our focus is threefold: education, problem-solving and planning to assist our clients in fulfilling their needs – both personal and financial.

Who We Work With

We seek to work with individuals and families where we can add value to their financial well-being and make a substantial difference. This can be through investment management, retirement planning, insurance planning, estate planning and education planning. We work with those who value our sound advice, believe in saving for the future and having a well thought out financial plan.

Our Investment Philosophy

Our investment philosophy revolves around protecting and growing our clients’ wealth for the long term. Relying on our decades of experience through good and bad markets, we design clients' investment portfolios based upon their goals, objectives, values, and risk tolerance. We believe in education and keeping things simple. We seek to take the stress of managing money off our clients’ shoulders, while providing trusted financial advice.

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