The Pauly Nethery Koth Group

06/03/2026

Help us congratulate Greg Pauly, Brian Nethery, and Dan Koth on being recognized as 2026 Five Star Wealth Managers!

This is Brian's 10th consecutive year and Dan's 9th consecutive year being recognized! What an awesome achievement! And a sincere thank you to our clients for the trust you place in our team. We’re truly grateful to work with you.

You can learn more about the award through Dan's professional profile here: https://app.essentialengine.com/Spotlights/153665

This award was issued on 06/01/26 by Five Star Professional (FSP) for the time period 09/10/25 through 02/27/26. No fees paid for award selection, but fees are paid for use of marketing materials.
Self-completed questionnaire was used for rating.

05/27/2026

Save and share with your new graduate!🎓

When crossing over from college student to adult, it can be difficult to keep all your newly acquired tasks straight. To help yourself stay organized, check out our post-graduate financial checklist.

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/20/2026

This week is !
Since Baird’s earliest days, giving back has been engrained in who we are and each year, Baird Gives Back Week brings that commitment to life in communities across our global footprint.

Locally, we were proud to support our community in two meaningful ways. Chris (first photo, second from the left) from our team visited the Wisconsin Humane Society, where he helped make blankets for Oreo (front and center 😉) and his furry friends. Meanwhile, Stephanie (second photo, center), along with others from the North Shore branch, came together to donate essential items and lend a hand organizing and sorting at Mr. Bob’s Under the Bridge.

By helping these local nonprofits in meaningful, hands-on ways, we aim to come together to make a difference where we live and work.

05/12/2026

Tim Steffen, Baird's very own Director of Advanced Planning, sat down with Christine Benz on Morningstar to discuss what high-income heavy savers need to know about the backdoor Roth strategy.

Watch the video here:

Baird Director of Advanced Planning Tim Steffen discusses what high-income heavy savers need to know about this maneuver.

05/05/2026

Mike and Ross look beyond hype to the real market risks facing investors

04/29/2026

Always great to see Greg, Dan, and Brian featured in the Ozaukee Co. News Graphic. Proud to be celebrated and featured alongside several colleagues from our Baird North Shore branch. Congratulations to all who were recognized in 2026!

Seven advisors from Baird's North Shore wealth management office have been named to Forbes' 2026 Best-In-State Wealth Advisors list, recognizing top financial advisors.

04/11/2026

Our newest newsletter is now available!
Inside, you’ll find insights designed to keep you informed and help you stay focused on what matters most. Click below to read the full issue!

https://paulynetherykothgroup.bairdwealth.com/insights

04/09/2026

Congratulations to Greg Pauly, Dan Koth, and Brian Nethery on being named 2026 Forbes Best‑In‑State Wealth Advisors. This marks the second consecutive year all three advisors have received this prestigious recognition.

This honor reflects their unwavering commitment to clients and integrity but, most importantly, reflects the confidence, partnership, and trust our clients place in us. It’s that trust that challenges and allows us to continually strive to be better every day.

Join us in celebrating this well‑deserved achievement!

03/30/2026

Women often face unique financial challenges in retirement, from longer lifespans to higher healthcare costs and time spent caregiving. But with the right plan, retirement can truly be your time.

Baird’s Retirement Guide for Women walks through the key building blocks of retirement planning – helping you understand where you are today and what steps can help you feel more prepared for the future.
Check out the full guide:
https://www.bairdwealth.com/retirement-guide-for-women?utm_source=fmg&utm_medium=social&utm_campaign=womens-retirement-guide