The Davies Adams Group - Baird Private Wealth Management

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.

From employer stock purchase plans to tuition reimbursement offers, many employees don’t know what benefits they’re miss...
06/09/2026

From employer stock purchase plans to tuition reimbursement offers, many employees don’t know what benefits they’re missing out on. Here are a few potential employment benefits you can inquire about.

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.

Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it m...
06/05/2026

Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it means for future returns), whether the Federal Reserve is the greatest risk to the rally, and how populism interfaces with today’s market.

Strategas Chief Investment Strategist Jason Trennert analyzes the r...

When crossing over from college student to adult, it can be difficult to keep all your newly acquired tasks straight. To...
06/05/2026

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.

In many cases, passing a second home to the next generation takes more than a will. Explore ways to preserve your legacy...
06/03/2026

In many cases, passing a second home to the next generation takes more than a will. Explore ways to preserve your legacy and plan for the years to come.

Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.

With inflation spiking to 40-year highs, how can investors protect themselves? Here are six ways to build a portfolio th...
06/01/2026

With inflation spiking to 40-year highs, how can investors protect themselves? Here are six ways to build a portfolio that can help fight the corrosive effects of rising inflation.

Does rising inflation have you worried for your retirement plan? Protect your golden years with these strategies.

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how t...
05/29/2026

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.

Strategas Chief Economist Don Rissmiller talks through the firm’s d...

New legislation in Washington means expanded flexibility on which expenses you can and can’t use your 529 funds on. Chec...
05/29/2026

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.

52% of young adults still live with their parents. Here are five steps you can take to move out.
05/27/2026

52% of young adults still live with their parents. Here are five steps you can take to move out.

Here are five steps you can take to pursue your own independence.

On a credit building journey? Don’t fall for these myths. Here’s what really matters when it comes to your credit score.
05/25/2026

On a credit building journey? Don’t fall for these myths. Here’s what really matters when it comes to your credit score.

When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tec...
05/22/2026

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet.

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the marke...

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

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