The Sommersberger Group - Baird Private Wealth Management

The Sommersberger Group - Baird Private Wealth Management We craft comprehensive strategies for our clients’ ever-changing needs while providing prudent management of their assets. Baird & Co.

Our focus is to develop long-term relationships while attempting to mitigate downside risk during volatile markets. 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.or

g for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx

95° temperatures, a lot of swings, and an even bigger purpose. ⛳🥵❤️Grateful to spend the day on the course with Cory Mye...
07/14/2026

95° temperatures, a lot of swings, and an even bigger purpose. ⛳🥵❤️

Grateful to spend the day on the course with Cory Myers, Michael Adler, and Christy Ramkey raising funds for the UW Initiative to End Alzheimer’s.

This mission is deeply personal to me. My father was diagnosed with dementia at 71, and watching someone you admire, and love lose their memories is heartbreaking.

❣️That's why I'm proud to support the incredible researchers and healthcare professionals in our own community who are working to improve diagnosis, advance treatment, and ultimately find a cure through IEA. I am honored to be on the board as well.

Giving back is about more than writing a check—it's about showing up for causes that matter.

Happy 4th of July! 🎆As we celebrate our nation’s independence, we also recognize 250 years of American resilience, innov...
07/04/2026

Happy 4th of July! 🎆

As we celebrate our nation’s independence, we also recognize 250 years of American resilience, innovation, and opportunity. Grateful for those who came before us and excited for what lies ahead. 🗽

📈 Markets reward those willing to dream—and stay invested when uncertainty rises. Michael Antonelli talks about what sep...
06/29/2026

📈 Markets reward those willing to dream—and stay invested when uncertainty rises.

Michael Antonelli talks about what separates those who endure from those who don’t?

A moment in 1980 proved it had nothing to do with the odds.
It came down to a few things:

• Belief when success seemed unlikely
• Acting before conditions were perfect
• Taking risks others wouldn’t
• Executing under pressure

That same pattern has quietly powered some of the biggest breakthroughs and companies we know today.

🗽 As we approach America’s 250th anniversary, it’s a reminder:
♦️ The next “miracle” isn’t a moment......It’s a decision.

What the Miracle on Ice reveals about the enduring power of American optimism.

Washington Research Analyst Courtney Gelman talks through expectations for the Fed under a new chairman, how states are ...
06/26/2026

Washington Research Analyst Courtney Gelman talks through expectations for the Fed under a new chairman, how states are reacting to data center pushback, and the bipartisan housing bill on the president’s desk.

Washington Research Analyst Courtney Gelman talks through expectati...

Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for futur...
06/12/2026

Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for future returns, discusses the middling breadth of the market, and talks through Financials as a key sector to watch in 2H26.

Strategas Chief Market Strategist Chris Verrone breaks down what th...

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...

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...

𝐓𝐨𝐝𝐚𝐲 𝐢𝐬 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝟓𝟐𝟗 𝐃𝐚𝐲! There’s a point as a parent where “we’ll figure that out later” starts to feel a little close...
05/29/2026

𝐓𝐨𝐝𝐚𝐲 𝐢𝐬 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝟓𝟐𝟗 𝐃𝐚𝐲!

There’s a point as a parent where “we’ll figure that out later” starts to feel a little closer than expected.

529 plans are one way families can prepare for future education expenses, with tax advantages and flexibility across different paths - not just traditional college.

If you’re in that stage, check out this article on saving for a child’s education:

𝐅𝐨𝐫 𝐭𝐡𝐨𝐬𝐞 𝐰𝐢𝐭𝐡 𝐤𝐢𝐝𝐬 𝐨𝐫 𝐠𝐫𝐚𝐧𝐝𝐤𝐢𝐝𝐬 𝐰𝐡𝐞𝐧 𝐝𝐢𝐝 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐬𝐭𝐚𝐫𝐭 𝐭𝐨 𝐟𝐞𝐞𝐥 𝐫𝐞𝐚𝐥 𝐭𝐨 𝐲𝐨𝐮?

Five vehicles that can help you make the most of saving for college.

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...

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