Best-in-State · rank 2 · Anchorage, Alaska · listed firm: Baird
Identity & firm
- Firm — Baird (high)
- “Robert W. Baird & Co. is an independent, employee-owned regional broker-dealer” — firm_official
- Parent company — independent (high)
- “Robert W. Baird & Co. became fully independent in 2004 and operates with 80% employee ownership” — firm_official
- Firm type — independent_ria (high)
- “SEC-registered investment adviser. Robert W. Baird & Co. is an independent, employee-owned regional broker-dealer” — sec_finra_regulatory
- Team name — Planning Group of the Northwest (high)
- “Planning Group of the Northwest, a Baird team with offices in Anchorage, Denver, and Seattle” — firm_official
- Team size — gap: not_found_after_search
- CRD — 4257602 (high)
- “CRD #4257602. Registered as investment adviser representative under Baird (SEC Firm CRD #8158)” — sec_finra_regulatory
- Years experience — 22 (high)
- “Over 22 years in financial services (began 2002)” — sec_finra_regulatory
- Designations — CFP, CDFA (high)
- “CFP® (Certified Financial Planner) and CDFA® (Certified Divorce Financial Analyst)” — firm_official
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 7.5 (high)
- “Typical Net Worth of Relationships: $5-10M” — forbes_shook
- Client niche — high net worth families in transition, with focus on women advisees (high)
- “Sarah focuses on retirement, investment and income planning with high net worth families and individuals and specializes in assisting women in transition” — firm_official
- Custodians — not_applicable (high)
- “Robert W. Baird & Co. is an independent, employee-owned regional broker-dealer, SEC-registered investment adviser” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://planninggroupofthenorthwest.bairdwealth.com/team/sarah-springer (high)
- “Planning Group of the Northwest professional profile page” — firm_official
- Value proposition (verbatim) — Sarah focuses on retirement, investment and income planning with high net worth families and individuals and specializes in assisting women in transition. (high)
- “Sarah focuses on retirement, investment and income planning with high net worth families and individuals and specializes in assisting women in transition” — firm_official
- Differentiators — Specializes in assisting women in transition, Focus on retirement and income planning, Serves multigenerational high net worth families, CDFA designation for divorce financial planning (medium)
- “specializes in assisting women in transition” — firm_official
- Content marketing — none (medium)
- “No personal blog, podcasts, authored articles, or books located” — firm_official
- Has podcast — no (medium)
- “No podcast hosting documented” — firm_official
- Books published — 0 (medium)
- “No authored books located” — general_press
- Linkedin url — gap: not_found_after_search
- Social presence — facebook (medium)
- “Planning Group of the Northwest maintains Facebook: https://www.facebook.com/100090226418332” — firm_official
- Press awards — Barron's Top 1500 Financial Advisors (March 20, 2026), Forbes #2 Best-In-State Wealth Advisors for Alaska (2026), Forbes #1 Top Women Wealth Advisors Best-In-State for Alaska (2025) (high)
- “Barron's Top 1500 Financial Advisors (March 20, 2026); Forbes #2 Best-In-State Wealth Advisors for Alaska (2026)” — professional_press
Visual brand
- Has distinct logo — no (medium)
- “No team-specific logo located” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Baird corporate branding used; professional financial services aesthetic, minimal team-specific customization (low)
- “Baird corporate branding available at https://brandfetch.com/bairdwealth.com and https://www.rwbaird.com” — firm_official