The BVB Group - Baird Private Wealth Management

The BVB Group - Baird Private Wealth Management We view our clients as a partner in our process as we help them achieve peace of mind in their finan

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.

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

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.

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...

Passing along a second home to your next generation can be tricky and needs careful planning.Explore ways to preserve yo...
06/05/2026

Passing along a second home to your next generation can be tricky and needs careful planning.

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.

Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so ...
06/05/2026

Ross talks about AI disruption, whether the market is in a state of “blissful ignorance,” and how 2026 is shaping up so far.

With inflation continuing to be higher, how can investors protect themselves? Here are six ways to build a portfolio tha...
06/03/2026

With inflation continuing to be higher, 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...

Missing out on this one crucial step could cost you your deduction of your charitable gift!
05/29/2026

Missing out on this one crucial step could cost you your deduction of your charitable gift!

The rules for charitable tax breaks depend on getting details right for smaller and larger donations.

Congratulations to our Client Specialist, Danny, for representing Baird and our team as one the Milwaukee's Finest for t...
05/29/2026

Congratulations to our Client Specialist, Danny, for representing Baird and our team as one the Milwaukee's Finest for the Cystic Fibrosis Foundation.

We are proud of your endeavors in raising over $3,000 for a great cause and supporting our community.

Memorial Day started when troops chose to remember the 650,000-750,000 service members who lost their lives in the Civil...
05/25/2026

Memorial Day started when troops chose to remember the 650,000-750,000 service members who lost their lives in the Civil War.

Its impossible to imagine a loss of that magnitude today.

Our team honors and remembers those who gave their all for our freedoms and our country.

Address

N17W24222 Riverwood Drive Ste 240
Waukesha, WI
53188

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+12625235644

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