Koenig Jones Group - Baird Private Wealth Management

08/24/2026

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08/10/2026

A great night under the big top!

We spent Friday evening at Circus Juventas with clients, friends, and the next generation (who kept the energy on point).

Lots of laughs, incredible talent, and a reminder that some of the best relationships are built outside the office.

Thanks to everyone who joined us for a fun summer night.

08/03/2026

Most people think retirement is a date.

We think retirement is much more than that.

Retirement is a cash flow plan.

A health care plan.

A tax plan.

A Social Security strategy.

But just as importantly, it's a lifestyle plan.

It's about understanding how you'll spend your time, who you'll spend it with, and what gives you purpose when work is no longer part of your daily routine.

The happiest retirees we've met aren't simply retiring from something. They're retiring to something.

Maybe it's spending more time with grandkids.

Maybe it's volunteering.

Maybe it's traveling, fishing, golfing, building, creating, mentoring, or pursuing hobbies you've always wished you had more time for.

The financial side of retirement matters. But so does having a reason to get excited about Monday morning.

As retirement gets closer, one question worth asking is:

What do I want the next chapter of my life to look like?

The answer is often about far more than money.

07/30/2026

People often ask what we do or what makes us different.

At The Koenig Jones Group, we help families simplify the complexity of wealth by bringing together retirement planning, estate planning, tax strategies, investment management, and family conversations around what matters most.

Because success isn't just about building wealth. It's about using it intentionally.

What makes our team special isn't a particular investment strategy or planning tool. It's the way we care for the whole family. We coordinate with attorneys, CPAs, trustees, and loved ones. We help clients navigate life's transitions, celebrate milestones, prepare the next generation, and make decisions with greater clarity and confidence.

We believe wealth management is about more than numbers on a page. It's about helping families align their resources with their values, their priorities, and the legacy they hope to leave behind.

When goals are connected to purpose, financial decisions become clearer. Families feel more confident. And the complexity that often surrounds wealth becomes easier to navigate.

That's the work we feel privileged to do every day.

07/28/2026

There's been a lot of progress on Catina's Habitat home, and we're excited to share a few updated photos from the build!

What started as an idea has turned into countless hours of teamwork, generosity, and a growing community of people coming together to help create a place someone can call home. We're incredibly grateful to everyone who has volunteered, donated, and supported this project along the way.

We're always looking for new friends to pick up a hammer, spend a day building alongside us, and experience the impact of Habitat firsthand. No construction experience required, just a willingness to help and have a little fun.

To follow our progress and learn more:
https://koenigjonesgroup.bairdwealth.com/habitat-for-humanity

To support the project through a donation:
https://tchabitat.donorsupport.co/page/koenighabitat

A heartfelt thank you to everyone who has already been part of this journey. We can't wait to welcome even more volunteers in the weeks ahead.

07/27/2026

One thing I didn't have on my 2026 bingo card?

Serving on a jury.

I'd been called twice before and never had to report, so I assumed this time would be no different.

Instead, it became one of the most fascinating and educational experiences of my lifetime.

It wasn't how I planned to spend a week of my summer, but it gave me a perspective I'll carry with me for years. It reminded me how important it is to listen, keep an open mind, and approach decisions thoughtfully.

If you're ever called to serve, lean into it. You may be surprised by what you learn!

The people, the process ... It's something I'll never forget.

07/24/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Forbes.com, March 30, 2026

07/21/2026

Always respect Michael's perspective. Always worth the share and the read. Wisdom - always in his words!

Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.

07/16/2026

I've experienced what it truly means to work for a firm that lives its values.

The support I've received from Baird and The Koenig Jones Group has allowed me to be present for my family while continuing to serve the clients I care so deeply about.

There is a reason Baird is consistently recognized as a great place to work.

The culture isn't just something that's talked about, it's demonstrated in countless acts of support, compassion, and teamwork.

Success isn't just about the outcome. It's about how we show up for one another along the way.

07/07/2026

When this is your view each day, gratitude comes a little easier.