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Our Process

Here at The Sommersberger Group, our philosophy is centered around the belief that relationships are built on trust, honesty, and communication.

We take the time to understand your individual needs and craft a personalized solution that takes into account your current financial situation and your vision for the future. But our work doesn’t stop there. We provide you with the ongoing management and review to ensure that your solutions maintain alignment with your overall goals, and make the necessary adjustments to stay on track. It is our passion to understand your needs, uncover your dreams, and unlock your financial potential. As your partner, it is our mission to help you discover true opportunity.

We are proud to share the values upon which Baird was built; honesty, integrity, genuine concern for clients and respect for associates. It was these same values that drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Our Planning Services

Financial Solutions to Fit Your Needs

The process begins by listening to you. What are your priorities, goals, hopes, concerns, and ambitions? We will engage you in a conversation about your current financial condition and your vision for the future. By drawing on our expertise, we will identify opportunities and gaps in your financial situation and incorporate Baird’s broad resources: industry-leading equity research, specialists and leading experts in tax, retirement, insurance, and estate planning into your financial plan. Ultimately, we recommend custom solutions, and provide ongoing management and oversight to keep your investments aligned with your goals.

Our Wealth Management Process