The Nowack Pogodzinski Group | Baird Private Wealth Management

Our Practice

The Nowack Pogodzinski Group is a Financial Advisory team focused on developing and implementing strategies to preserve and grow our clients' wealth, best serving prospective clients in the process of accumulating greater than $1 million. We take a lifelong, holistic approach in advising our clients on all aspects of financial well-being, including the ultimate distribution of wealth.

What to Expect During an Initial Discussion

Visual Diagram of Our Process

We enable our clients to be confident about their financial future.

We Value...

Focus

The needs of our clients always come first.

Trust and Passion

We work hard every day to earn the trust of our clients and we are driven by our passion to enhance their financial lives.

Discipline

We are a team of investment professionals dedicated to long-term investing for our clients.

Commitment

Our commitment ensures that we can provide recommendations that best address clients’ financial need

We Believe...

Approach

A comprehensive financial planning approach is fundamental to successful wealth management.

Allocation

Disciplined asset allocation is necessary for long term risk adjusted returns.

Equities

Investing in equities is necessary for maintaining long term purchasing power.

Interaction

Client interaction is fundamental to a successfully managed portfolio.

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