The Roettgers Koshy Wielgus Group - Baird Private Wealth Management

The Roettgers Koshy Wielgus Group - Baird Private Wealth Management The Roettgers Koshy Wielgus Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates.

Wealth Management is a distinct process to our team. All advisors provide investment consulting; our team separates themselves by offering advanced planning and relationship management. Advanced Planning focuses on wealth enhancement, wealth transfer, wealth protection, and charitable giving. Relationship management means our team takes a proactive approach in client communication as well as partnering with internal and external professionals.

What a fun evening for the Waukesha County Community Foundation annual Celebration of Giving event this past week! Wonde...
06/22/2024

What a fun evening for the Waukesha County Community Foundation annual Celebration of Giving event this past week!

Wonderful to see one of our former partners, Sue Bellehumeur, receive the Celebration of Giving award in honor of her decades of philanthropy and community involvement.

Also fun to have another former partner, Meg Yost, travel in for the occasion. We just couldn’t miss the chance to take a full group photo with all of us together again!

We were thrilled to attend the Baird Center grand opening gala this week! It was a fantastic celebration filled with ant...
05/18/2024

We were thrilled to attend the Baird Center grand opening gala this week! It was a fantastic celebration filled with anticipation and excitement.

What a great chance for us to see the birth of a wonderful new addition to Milwaukee (and to hear Idina Menzel)!

St. Joan Antida High School is an all girls high school in Milwaukee where 100% of the students receive financial aid to...
04/28/2024

St. Joan Antida High School is an all girls high school in Milwaukee where 100% of the students receive financial aid to study in 3 career pathways (Business, Engineering/IT, and Health Sciences).

The Roettgers Koshy Wielgus Group - Baird Private Wealth Management is proud to partner with SJA to support their mission. To help get the party started we were the Cocktail sponsor for last nights “Growing Together” gala at the Milwaukee Public Museum!

We are grateful for the opportunity to continue backing the JDRF Wisconsin Chapter gala through our sponsorship. The eve...
02/18/2024

We are grateful for the opportunity to continue backing the JDRF Wisconsin Chapter gala through our sponsorship. The event brings together like-minded individuals from Baird and beyond, furthering the quest to transform 'Type 1 Into Type None'.

The team was happy to take time out of our week last week to volunteer with Feeding America Eastern Wisconsin! In just a...
02/07/2024

The team was happy to take time out of our week last week to volunteer with Feeding America Eastern Wisconsin! In just a few short, but busy hours, we were able to help pack 2,970 pounds of food which equates to 2,422 meals for hungry families!

Baird Gives Back Week is an annual week of volunteering by some of the best Associates on the planet! The Waukesha offic...
05/20/2023

Baird Gives Back Week is an annual week of volunteering by some of the best Associates on the planet! The Waukesha office was proud to be able to support The Hope Center and Zachariah’s Acres this year.

05/12/2023
We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corp...
12/17/2022

We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Grabinski, Strategas investment strategist.

We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Gra...

Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges...
12/10/2022

Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, and why U.S. productivity has been so down in recent quarters.

Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, ...

Strategas’ Nicholas Bohnsack shares a useful framework for evaluating the state of the stock market as we head into 2023...
12/03/2022

Strategas’ Nicholas Bohnsack shares a useful framework for evaluating the state of the stock market as we head into 2023.

Strategas’ Nicholas Bohnsack shares a useful framework for evaluating the state of the stock market as we head into 2023. Nicholas is President and Head of P...

Address

N17 W24222 Riverwood Drive, Suite 240
Waukesha, WI
53188

Opening Hours

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

Telephone

+12625235696

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