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

The Davies Adams Group - Baird Private Wealth Management

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The Davies Adams Group - Baird Private Wealth Management

Welcome to The Davies Adams Group, a team of wealth advisors who specialize in retirement planning. Baird & Co.

Securities and investment advisory services are offered by Robert W. Incorporated (Baird), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit brokercheck.finra.org for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx.

11/03/2026

Older Americans remain the most targeted demographic for internet scams. Here are six tips to help protect your elderly loved ones from losing their hard earned money.

More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.

11/01/2026

Although Medicare can be very helpful for retirees, it is unfortunately not comprehensive when it comes to coverage. Read this article to find out what Medicare doesn’t cover, and what your other options may be.

Hearing aids and prescription drugs are just some examples of what Medicare doesn’t cover. Learn about some alternatives.

10/29/2026

In an increasingly online world, it’s essential to stay vigilant of the common types of scams – and to know how to protect yourself from them.

We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

10/27/2026

Wire fraud has the potential to cost you tens or even hundreds of thousands of dollars. But a good financial professional can help ensure your transactions are safe.

Wire fraud is one of the scariest forms of theft. Here’s how it happens and how to protect yourself from it.

10/25/2026

Your tax return serves as a snapshot of your financial decisions. Here are five year-round tax planning strategies that could help you keep more of what you earn.

How year-round tax planning decisions can impact your return come tax season.

10/23/2026

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

10/21/2026

Unexpected healthcare costs don’t have to derail your wealth plan. Here’s how understanding your options today can help protect your financial future.

Strategies for healthcare planning that can help protect your savings, reduce financial risk and keep your goals on track.

10/19/2026

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.

10/17/2026

New legislation in Washington means expanded flexibility on which expenses you can and can’t use your 529 funds on. Check out our newly updated list to see what this might mean for you.

529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

10/15/2026

An NIL deal can create exciting opportunities, but it can also raise questions about taxes, planning and long-term goals. Here's what families should consider before saying yes.

NIL money can bring new opportunities, responsibilities and questions. Here’s how to approach them thoughtfully.

Address

2800 National Drive Ste 101
Onalaska, WI
54650

Opening Hours

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

Website

https://daviesadamsgroup.bairdwealth.com/

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