Broker Check

Client Relationship Lifecycle

With a combined industry experience of nearly 200 years, The Craddock McWane Collins Group mission is to create deep partnerships with our clients and to develop comprehensive plans that help them to achieve their various financial goals through our investment stewardship of their assets.  Our team works in collaboration with clients on short and long-term aspirations to establish a thorough and disciplined investment and financial planning strategy as our roadmap.  Our service model consists of five main pillars of success:

  1. Listening first, The Craddock McWane Collins Group of Baird endeavors to know and understand our clients and their goals first. This ensures that we bring the best thinking forward right from the start.
  2. Our partnership with you is more than a business relationship. We ascribe to the highest levels of relationship building because you don’t need just an advisor, you need an advocate.
  3. Our planning is our purpose. It’s at the core of our mission to you and your family.  We build plans to guide us through all stages of life.
  4. Life happens and it’s where our planning adjusts, we make sure that through risk management and educating our clients, we are prepared for the unexpected.
  5. Our success is dependent on your success, that’s our commitment to you. Providing the highest level of care for you and your family means the community that we care deeply for, is well served.