The Carlson Group - Baird Private Wealth Management

The Carlson Group - Baird Private Wealth Management Trusted Guides for Your Financial Journey

Happy New Year, from the Carlson Group!As we step into 2025, it’s the perfect time to reflect on where you’ve been, and ...
01/22/2025

Happy New Year, from the Carlson Group!

As we step into 2025, it’s the perfect time to reflect on where you’ve been, and where you’re headed—including with your finances!

Whether you’re saving for a big goal or just aiming to feel more confident about your future, now’s the time to set your plans in motion.

Remember, every small step gets you closer to your goal!

09/05/2024

A big thank you to everyone who joined us for our recent client appreciation nights at Narcisi Winery!
We had a wonderful time enjoying great food, wine, and conversations.
Special thanks to Erin Burkett for providing the jazz tunes throughout each night.
We can’t wait to see you again soon!

07/04/2024

From all of us on the Carlson Group, we hope you have a safe and happy Fourth of July! 🎆

06/03/2024

Concerned about a potential downturn in the economy and markets?

If so, know that some level of concern is natural.

But if you find it hard to stay the course with your investments for fear of a downturn, you might have “Recession Phobia.”

What's the cure? Find out in the Carlson Group's latest 60 second video.

https://carlsongroup.bairdwealth.com/blog/one-minute-market-insight-june-2024

Last week was Baird Gives Back 2024!Each year, Baird associates volunteer more than 8,000 hours in their local communiti...
05/23/2024

Last week was Baird Gives Back 2024!

Each year, Baird associates volunteer more than 8,000 hours in their local communities. This year, the Carlson Group was fortunate to again lend a hand at The Lighthouse Foundation food pantry in Butler County.

With prices so high for groceries and other essential items, the need is great! As always, we came away inspired by the amazing efforts by The Lighthouse Foundation to help our neighbors in need.

It's a tremendous honor to work with The Lighthouse Foundation through the Baird Gives Back program. This organization c...
04/22/2024

It's a tremendous honor to work with The Lighthouse Foundation through the Baird Gives Back program. This organization consists of incredible individuals dedicated to providing essential aid to our neighbors in need. Thank you for all that you do for our community!

04/05/2024

🌼 Happy Spring! 🌼

The daffodils are blooming in Western PA. As beautiful as they are, a single flower doesn’t make a garden.

We're here to help your financial garden grow! Contact the Carlson Group today for a review of your financial situation.

Happy First Day of Spring!This week on Baird's Your Wealth and You podcast Brian shares an update on the week's market n...
03/19/2024

Happy First Day of Spring!

This week on Baird's Your Wealth and You podcast Brian shares an update on the week's market news. He is then joined by Kurt to talk about taxes and what to do to preserve your pot of gold. They then end by answering questions from listeners like you.

You can listen on our website here: carlsongroup.bairdwealth.com

03/06/2024

You don't have to choose between maximizing your finances and simplifying them.

Sure, you'd like to optimize your investments, retirement, insurance and taxes.

But that sounds like a part-time job. You may enhance your finances but complicate your life.

That's where we step in.

Happy Valentine’s Day!Looking for the perfect financial match?We’re here to help. From financial planning and investment...
02/14/2024

Happy Valentine’s Day!

Looking for the perfect financial match?

We’re here to help. From financial planning and investments to insurance and tax planning, let the Carlson Group be your trusted partner in all things financial.

Our goal? To build client relationships that last.

Address

12570 Perry Highway
Wexford, PA
15090

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17249400990

Website

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