The Pauly Nethery Koth Group

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 mi

ssion 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.

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.

We're especially thankful for our clients, colleagues, and community members who inspire us through their commitment and resilience.

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.

In investing, a sense of purpose can protect you from a siren song of unhelpful distractions. The latest from Baird's M...
08/03/2026

In investing, a sense of purpose can protect you from a siren song of unhelpful distractions. The latest from Baird's Mike Antonelli here:

In investing, a sense of purpose can protect you from a siren song of unhelpful distractions.

Mike guides us out of not-so-great investment habits and toward a better mindset for long-term wealth-building.
07/20/2026

Mike guides us out of not-so-great investment habits and toward a better mindset for long-term wealth-building.

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

From phishing texts and spoofed phone calls to identity theft and investment scams, cybercriminals are constantly findin...
07/13/2026

From phishing texts and spoofed phone calls to identity theft and investment scams, cybercriminals are constantly finding new ways to target individuals and families.

Join us for July's Wealth Strategies webinar, where our cybersecurity experts will discuss practical steps you can take to help safeguard your financial life in today's digital world.
Register here!
https://www.bairdwealth.com/insights/wealth-strategies/

Hard to believe but we are already through half of 2026.Check out Baird Strategas on key themes for investors to watch i...
07/09/2026

Hard to believe but we are already through half of 2026.
Check out Baird Strategas on key themes for investors to watch in the second half of 2026.

Baird Strategas on key themes for investors to watch in the second half of 2026.

Our Q3 newsletter is here!We're excited to share the latest updates from The Pauly Nethery Koth Group, including team ne...
07/07/2026

Our Q3 newsletter is here!
We're excited to share the latest updates from The Pauly Nethery Koth Group, including team news, timely insights, and a few highlights from the past quarter.
Be sure to check it out!
https://paulynetherykothgroup.bairdwealth.com/insights

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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