The Le Clair Bemis Miller Davis Group - Baird Private Wealth Management

10/16/2026

The team showing their team spirit as they cheer on the Milwaukee Brewers as they head to the World Series! This baseball team exemplifies qualities that our team embodies as well: shared purpose and vision, perseverance, commitment, passion, and integrity.

09/29/2026

The best teams aren't made up of people who think the same way. They're made up of people who bring different strengths to the table and occasionally show up dressed alike.

09/14/2026

Health & Wealth: Navigating the Medicare Maze

Medicare can feel like a maze. Coverage choices, enrollment deadlines, premiums, and healthcare costs can all influence your broader retirement plan.

Join Baird Wealth Strategies for an educational webinar designed to help simplify the key decisions and considerations surrounding Medicare.

📅 September 16, 2026

https://baird.webex.com/weblink/register/r3bdb07713dc25c074981e15749d46f1c

09/04/2026

When should you start taking Social Security?

Claiming early can reduce your monthly benefit, while waiting may increase it, but the right choice depends on your health, work plans, and family situation. There’s no one‑size‑fits‑all answer. If retirement is on the horizon, a Social Security analysis can help you make a more informed decision.

Four key considerations for when to take your social security benefit.

08/24/2026

As retirement gets closer, Medicare becomes part of the planning conversation; often sooner than expected. Understanding how Medicare works and how enrollment decisions fit into an overall financial picture can help pre‑retirees feel more prepared and avoid unnecessary complexity as eligibility approaches.

Consider these factors when deciding which Medicare programs to participate in.

08/21/2026

A big congratulations to Grace Satori!

We are proud to celebrate Grace's successful completion of the CFP® examination. This accomplishment represents countless hours of studying, determination, and dedication to serving clients at the highest level.

Earning the CFP® certification is a significant professional milestone and reflects a deep commitment to comprehensive financial planning and ongoing professional growth.

Please join us in congratulating Grace on this outstanding achievement.

08/17/2026

Building a strong financial plan often starts with getting the basics in place. A solid financial foundation is less about complexity and more about having the right elements working together. Reviewing the list below can help you think through which building blocks you already have in place, and which ones may need attention over time.

Sustain financial well-being or create wealth through these actions.

08/14/2026

Some of the most meaningful relationships are built over time and close to home. We're grateful to be part of this community and the trust it places in us.

08/12/2026

Multiple investment accounts can make it harder to see the full picture. Consolidating accounts can help improve coordination across investments, manage risk more effectively, simplify required distributions, and support more tax‑efficient planning. Just as important, it creates a clearer view of your overall wealth and cash flow. For many investors, bringing accounts together is a step toward simpler, more confident financial planning.

More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.