Home | Seagull Lane Asset Management and Baird Walker Wealth Strategy Group

Baird Walker Wealth Strategy Group and Seagull Lane Asset Management, LLC offer custom support including financial planning, asset management, tax strategies and client services. We have offices in Santa Barbara and Huntington Beach to serve our clients.

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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From One Professional to Another / Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

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Mission Statement

At Baird Wealth Strategy Group, we have you the client—and only the client—in mind

Our mission is to get to know and understand your needs, wants, and long-term goals. Kevin and David want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation

We understand the challenges families face today

From managing debt, saving for college, retirement, business succession and estate planning, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you fulfill your dreams

As fiduciaries, it is our duty to find the solution that best fits your individual needs. We believe in thinking “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving your wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction

Our Clients

Helping investors from every background

Retirees and Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Women

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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Comprehensive Wealth Management

Most of our clients are retired, or about to retire, and want to protect the assets they have spent a lifetime accumulating. That requires truly comprehensive wealth management. We believe there are several key areas of wealth management, and through our affiliation with United Planners, we service our clients in all these areas.

Tax Planning

Maximizing use of tax advantaged investment vehicles, Multi-generational IRAs, Tax-free and tax-deferred investment strategies

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Retirement Planning

Retirement plan distributions, Income strategies

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Investment Planning

Portfolio analysis, Risk/Return evaluation, Asset allocation

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Generational Wealth

Dealing with the complexities surrounding the psychology of wealth and inheritance for the next generation

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Estate Planning

Working with your attorney to help minimize probate expenses, delays & publicity, reducing or eliminating estate taxes, Helping to assure proper management of family assets

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Financial Planning Process

STEP

1

Identify Your Goals & Priorities

The first step is to define what is most important to you in life and your financial goals. This requires a deep understanding of your wants and needs. These priorities serve as guideposts to map a course of action to reach your goals

STEP

2

Gather Data

The more information we have the better our analysis will be. We examine your assets, liabilities, income, expenses, taxes, insurance, beneficiary designations, estate plan, and investments

STEP

3

Analyze the Information

Using our knowledge, state-of-the-art technology and various financial tools we consider your current and future resources, risk profile and lifestyle to conduct a comprehensive analysis and organize all of your financial data and resources

STEP

4

Propose Solutions

Kevin and David present a balanced and realistic plan designed to address your goals and financial concerns. It contains the possible alternatives, strategies, and products that best suit your individual objectives With your input and approval a flexible plan is created

STEP

5

Implement and Review

We help you put your customized plan into action. As independent advisors, we can be as involved as you need us to be. We are here for you and will provide timely updates on the progress of your plan

Why Work With a Financial Planner?

Just like your CPA or attorney, a wealth management specialist can help you resolve some very serious financial concerns. Through their affiliation with United Planners, Kevin and David's goal is to be the personal financial quarterback or CEO for their clients. We help you better understand the big picture and organize all of the little pieces that need to fall into place to make it all happen.

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Meet The Team

Our business is built on a foundation of thoughtful client relationships. Learn more about Kevin and David

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Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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