The O'Meara Nowack Group
West Bend Office
|
Phone:
(262) 338-7780 Toll Free: (800) 224-7392 Fax: (262) 338-7793 mnowack@rwbaird.com Contact Us |
|
Robert W. Baird & Co. 111 N Main St PO Box 936 |
| West Bend, WI 53095 |
| Map/Directions |
The O’Meara Nowack Group
"We enable our clients to be confident about their financial future."
Our team develops and implements customized strategies to assist our clients in preserving and building the wealth that they have accumulated through their lifetime. We do this by addressing the 13 Wealth Management Issues we believe to be the most critical elements for Comprehensive Wealth Management.
We leverage our experience, our internal Baird specialists, and external partners to continually address our clients’ sophisticated needs, in areas which include:
Ø Financial Planning Based Assessment and Portfolio Management
Ø Research and Oversight Based Investment
Ø Wealth Distribution and Transfer Strategies
Ø Tax Managed Investment Strategies
Ø Insurance and Risk Management Planning
Ø Closely Held Business Transition Strategies
Ø Estate Planning and Management Issues
Ø A host of other specialized areas of need where specific subject matter expertise is required
The clients we work best with will typically have, or are on track to have, over $500,000 of investable assets and a strong desire to protect their wealth, while continuing grow their portfolio. Our clients tell us they like working with us because we are:
Trustworthy, Knowledgeable, Genuine, and Dedicated
Contact us to arrange an introduction, so we can share how we may be able to help you and your family.
TODAY'S MARKETS
| QUICK QUOTE |
BAIRD HIGHLIGHTS
- Baird Ranks No. 21 on FORTUNE’s 2011 100 Best Companies To Work For® List — a message from Paul Purcell, Baird Chairman, President & CEO.
- Baird Investment Digest
- 2012 Economic and Stock Market Outlook
- Baird 2010 Annual Report
See the Baird Difference - What are the keys to the economic recovery? Watch our award-winning analysts give their perspectives.
