The Sommersberger Group - Baird Private Wealth Management

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The Sommersberger Group - Baird Private Wealth Management

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

10/20/2026

Investing is a lot like golf ⛳️

One swing rarely determines the outcome of the round….Investing is similar.

With election headlines everywhere, it's easy to become focused on short-term events and uncertainty. But history has shown that long-term wealth creation is driven more by innovation, business growth, and staying disciplined than by election outcomes.

Just as golfers focus on the next shot, investors are often best served by focusing on their long-term plan.

✅ Check out Michael Antonelli great perspective on Elections and You!!

👇🏼 Click link in the comment section

10/09/2026

Carrie and I enjoyed attending the Mequon Thiensville Community Foundation Legacy Dinner on Tuesday evening. We've been fortunate to build so many meaningful relationships over the years, and supporting the organizations that help our communities thrive is something that's important to us. It was great to spend time with so many like-minded individuals who share that same commitment to giving back.

10/06/2026

Oliver attended his first homecoming as a freshman this weekend.

It was fun watching him enjoy all the traditions and excitement that come with Homecoming weekend.

We were also proud to sponsor Grafton Homecoming fireworks and help support a tradition that brings our community together each fall!

09/29/2026

Last weekend was a great one.

Between enjoying baseball with family, clients, colleagues, and friends during a historic season for the Crew and attending the Discovery World Gala with Carrie and friends, it was a weekend full of great people, great conversations, and plenty of reasons to appreciate this community.

The Sommersberger Group was proud to support Discovery World as a sponsor, and we're grateful for the opportunity to give back to a community that gives so much in return.

09/25/2026

September was a busy month, both in and out of the office.

We had the opportunity to support Family Promise of Ozaukee County, host clients and friends at our annual Sporting Clays event at Highlands Sportsmen's Club, and sponsor the Van Horn Automotive Group golf outing.

While most days are spent helping clients navigate important financial decisions and plan for the future, it's always rewarding to support organizations that make a difference and spend time with the people who make our community so strong.

Thank you to everyone who attended, volunteered, sponsored, and helped make these events successful. We appreciate the relationships we've built and look forward to a great fall ahead!

09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

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!

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?

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!

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!

⚾🌅

Address

12075 Corporate Parkway, Suite 200
Mequon, WI
53092

Website

https://www.sommersbergergroup.com/

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