Broker Check

The AKW Group 

It All Starts With A Conversation.

Talk to us, we listen. Many financial advisors have a lot to say, but we find listening is most important.

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The AKW Group

Do you Really Know What You Own, And Why You Own It?

You should be free from the details and headaches of investment and financial matters, but you should not be in the dark. Knowledge is power, so we want all our clients to be informed and educated.

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The AKW Group

Is Your Money Being Watched Or Managed?

We believe in active management. Our process is built on experience and insights. Many financial advisors perform analysis that leads to paralysis; this leads to your money being watched. We take action and manage your money.

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THE AKW GROUP | Baird Private Wealth Management

The AKW Group is a full-service wealth advisor team specializing in
individual stock portfolios. We work to grow money the old-fashioned
way; one stock selection at a time!

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We’re here for you!

Wealth is happiness, health, abundance, love, care, prosperity, riches, learning, opportunity, knowing what you want, and enjoying the balance. Money does not determine wealth, but it is important and should be managed with great care and concern. There are families with $500,000 that feel wealthy and families with $5,000,000 that do not feel they have enough. Building wealth is simple, it is not easy.

A Client-Centered Approach

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.

  • Retirement

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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  • Estate Management

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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  • Lifestyle

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.

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Resources

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Is This the End of the "Grandparent Rule?"

Is This the End of the "Grandparent Rule?"

Looking to help your grandkids with their education? Here are some tips.
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Rethinking Retirement

Rethinking Retirement

Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.
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Taking Control of Your Financial Future

Taking Control of Your Financial Future

Baird Women Advisors provides 5 tips on how women can build their knowledge and confidence about money and investing.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Have questions? We're here to help.