The Pauly Nethery Koth Group

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The Pauly Nethery Koth Group An employee-owned, global firm, Baird is a trusted partner serving your wealth management needs

We advise families, individuals, businesses, corporate retirement plans and foundations. Our services include retirement & financial planning as well as management of investments, risks/liability, and corporate retirement plans. OUR VISION
Our vision is to become the primary source of trusted financial advice for families and individuals who strive to create and conserve wealth. OUR MISSION
Our mission is to help each client create and conserve wealth without taking unnecessary risk. We feel the foundation of a successful investment strategy begins with planning. The Pauly Nethery Koth Group is committed to understanding your unique financial situation. We take a disciplined approach to investment management which is built upon a thorough understanding of your goals. This allows us to manage the risk of investing and develop portfolios designed to provide a prudent balance of safety and returns.

Let’s go Brew Crew!!! NLCS bound for the home team! ⚾️🧢A great reminder that successful investing and successful basebal...
10/08/2026

Let’s go Brew Crew!!!
NLCS bound for the home team! ⚾️🧢

A great reminder that successful investing and successful baseball rely on similar things: a strong game plan, disciplined approach, and staying focused on the long term goals!

YOUR MILWAUKEE BREWERS WILL PLAY FOR THE NL PENNANT

Now is the time to consider HSAs with open enrollment periods ramping up in October and November. Many people use HSAs o...
09/28/2026

Now is the time to consider HSAs with open enrollment periods ramping up in October and November. Many people use HSAs only to pay current medical bills. Learn three strategies that can help turn your HSA into a more powerful retirement planning tool.

Many investors overlook the full potential of an HSA. Learn three ways to put its tax advantages to work for retirement.

After writing on the 7 sins of investing, Mike turns to the 7 virtues. How many apply to your investing style?
09/21/2026

After writing on the 7 sins of investing, Mike turns to the 7 virtues. How many apply to your investing style?

Leaving the workforce is only part of the retirement journey. Discover five ways to navigate the years between retiremen...
09/14/2026

Leaving the workforce is only part of the retirement journey. Discover five ways to navigate the years between retirement and your traditional income sources.

How to make the most of the years between your last paycheck and when retirement benefits begin.

As we celebrate Labor Day, we're reminded that every achievement is built on the dedication and hard work of people who ...
09/07/2026

As we celebrate Labor Day, we're reminded that every achievement is built on the dedication and hard work of people who show up each day with purpose.

Wishing you and your family a safe, enjoyable, and relaxing Labor Day weekend!

In The Markets Now: Labor Day Labor Market UpdateA few noteworthy labor market indicators from Ross Mayfield, at the li...
09/02/2026

In The Markets Now: Labor Day Labor Market Update
A few noteworthy labor market indicators from Ross Mayfield, at the link.

Ross checks in with several noteworthy indicators of labor market health.

Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to maste...
08/27/2026

Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.

Move-in day may be behind you, but the college bills are just beginning. With upwards of 74% of parents helping cover th...
08/20/2026

Move-in day may be behind you, but the college bills are just beginning. With upwards of 74% of parents helping cover the cost of higher education, according to Sallie Mae for the 2023-2024 school year, it's important to understand all your options before taking on debt for your student.

Advice for parents before they agree to take on college debt for their children.

Mike and Ross revisit the worries markets left behind.
08/12/2026

Mike and Ross revisit the worries markets left behind.

Address

12075 N. Corporate Parkway Suite 200
Mequon, WI
53092

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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