Retirement Planning & Wealth Management Advisors

Our Profile

At The Naleid-McGuire Group, we believe wealth management is about more than investments. It is about helping families navigate life's opportunities, challenges, and milestones with confidence. Guided by our philosophy of "Family Helping Families," we are committed to building lasting relationships that span generations.

With more than 80 years of combined experience, we help individuals, families, and organizations create thoughtful strategies designed to support their goals today while preparing for the future they envision. Our mission is to provide financial clarity, simplify complex decisions, and deliver the peace of mind that comes from knowing you have a trusted team by your side.

Located at Baird's home office in Milwaukee, we have direct access to an extensive network of specialists and firm resources. This allows us to deliver personalized guidance backed by the strength, expertise, and capabilities of one of the nation's most respected wealth management firms.

William Naleid

Senior Vice President

414-765-3866

414-765-3633

bnaleid@rwbaird.com

With over 45 years of experience at Baird as a Financial Advisor, Bill and his team provide comprehensive wealth management solutions for families and business owners who are looking to preserve and grow their wealth, while planning...

Patrick McGuire

Director

414-298-2428

414-765-3633

pmcguire@rwbaird.com

Patrick provides financial services to clients planning and investing to meet their short and long-term objectives. He utilizes a disciplined process-driven approach to best understand his clients’ financial needs and goals in order to...

Thomas Naleid, CFP®

Financial Advisor

414-765-1427

414-765-3633

tnaleid@rwbaird.com

Tom joined Baird as a Financial Advisor in 2016. His areas of expertise include retirement planning, portfolio construction, and life and long-term care insurance. While his focus is on those who are retirement age, Tom also enjoys...

Matthew McGuire

Financial Advisor

414-298-7528

414-765-3633

mmcguire@rwbaird.com

Matthew McGuire joined Baird as a Financial Advisor in 2021. Prior to joining The Naleid McGuire Group, Matthew spent over 25 years in business development. He honed his skills both as a Manufacturer’s representative in Consumer...

Jean Pratt

Assistant Vice President, Senior Client Specialist

414-765-3527

414-765-3633

jpratt@rwbaird.com

Jean began her financial services career at Baird more than 30 years ago. Jean’s top priorities are providing exceptional service to our clients and building long-term relationships. Her knowledge and industry experience makes her an...

Darek Nelson

Client Specialist

414-765-7033

djnelson@rwbaird.com

Darek joined Baird in 2026 as a Client Assistant and is now a Client Specialist with the Naleid‑McGuire Group. Before transitioning into financial services, he spent five and a half years as a high school mathematics teacher, where he...