Berger Wealth Services - Baird Private Wealth Management

My practice is dedicated to serving the unique needs of closely held business owners in the areas of estate planning, business succession planning, exit planning, and personal wealth management. business owners want to exit their business within the next ten years, only 20% of entrepreneurs have developed an ownership transition plan exposing their business partners, employees, families, and other

stakeholders to undue risks (source: https://my.exitplanning.com/). Business owners can manage this critical risk through our estate planning review and business succession planning process. Our exit planning services help owners transition out of their business on their terms, transferring ownership to the buyer of their choice while getting the money they need from the sale to maintain their family’s pre-transaction lifestyle. PERSONAL WEALTH MANAGEMENT
We value long-term relationships with every client we serve, partnering with them as trusted financial advisors before, during, and after their business transaction. Specifically, we help our clients:

1. Make strategic decisions with their money
2. Manage their exposure to taxes
3. Protect their assets from undue risks
5. Effectively support the charitable causes they care about

To ensure our client’s legacy goals are met efficiently and effectively, our team works to include heirs and other next generation stakeholders into the personal wealth planning process. Email [email protected] or call 812-428-5166 to schedule a strategy session and learn more about our services. Visit brokercheck.finra.org for current state registrations. Note: Baird does not offer legal or tax advice.