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

What better way to close out summer than with a field full of color, laughter, and community?The Grafton Education Found...
09/01/2026

What better way to close out summer than with a field full of color, laughter, and community?

The Grafton Education Foundation's Color Blast has become more than just an event. It's a tradition that brings together students, families, educators, and local businesses in celebration of the community they share.

We're grateful to be included in this colorful tradition and to be part of a community that continues to show up for its schools and students.

Here's to ending summer with a splash of color and starting a new school year with excitement for what's ahead!

Business never stops, but some of the best conversations happen outside the office.Last week, a summer evening and a Goo...
08/10/2026

Business never stops, but some of the best conversations happen outside the office.

Last week, a summer evening and a Goo Goo Dolls concert served as a reminder that meaningful relationships are built through shared experiences and genuine conversations.

At the end of the day, relationships remain at the center of everything we do.

Where have some of your favorite conversations happened?

Last Friday's Baird Night at the Zoo was a nice reminder that a little rain can't get in the way of a good evening. It w...
08/06/2026

Last Friday's Baird Night at the Zoo was a nice reminder that a little rain can't get in the way of a good evening. It was wonderful to see so many clients and their families come out and enjoy the evening.

One of the things I enjoy most about this event is the opportunity to spend time with my kids while connecting with clients and their families. Thank you to everyone who braved the rain and made it a memorable evening!

⚾ What a great evening at the Madison Mallards game last Thursday. ⚾We were fortunate to enjoy beautiful summer weather,...
08/04/2026

⚾ What a great evening at the Madison Mallards game last Thursday. ⚾

We were fortunate to enjoy beautiful summer weather, great conversation, and an exciting Mallards victory to top it all off. Events like these provide a wonderful opportunity to step away from the office, strengthen relationships, and spend quality time with the people who make what we do so rewarding.

Thank you to everyone who joined us for a memorable evening. Here's to great partnerships, great conversations, and making the most of summer in Wisconsin!

⚾🌅

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...

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Mequon, WI
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