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2601 Reid Farm Road, Suite A, Rockford, IL 61114

815-636-5224
NGillette@rwbaird.com
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Our Practice

Investment Philosophy

The Gillette Group's vision is to assist individuals, families and businesses who are committed to a plan to achieve $1 million or greater in investable assets through a collaborative and comprehensive team approach focusing on value oriented fee based advisory services. We strive to create trusted, reliable and customized financial solutions by utilzing Baird's Retirement & Estate Planning experts and award winning Research teams. We believe in constructing an asset allocation mix that adheres to each client's risk tolerance as well as planning for retirement readiness through routine portfolio review meetings that include direct and objective communication. Our team's passion is focused on achieving our client's financial goals with our commitment to unsurpassed service, accessibility and willingness to go to great lengths for our clients.

Process

Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:

Our Primary Purpose
  • First, we gather information about you to better understand your complete financial picture.
  • Then we work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you're comfortable with.
  • Taking the above into consideration, we look for gaps and opportunities.
  • We draw on our own expertise and the considerable resources of Baird - including industry-leading equity research, top product selection specialist and leading experts in tax, retirement, insurance and estate planning - to evaluation your investment options.
  • We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.
  • We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.
  • We provide ongoing management and oversight to help keep your investments aligned to your plans as your personal situation evolves.

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