The Apex Group at Baird Private Wealth Management is a Milwaukee-based financial advisory team dedicated to simplifying clients’ financial lives through personalised, goal-oriented strategies. Their comprehensive services include retirement planning, investment management, tax planning, and estate planning, all tailored to individual risk tolerance and long-term objectives. With a client-centric approach grounded in integrity, quality, and teamwork, The Apex Group employs a structured process—from discovery to regular reviews—to ensure financial plans remain aligned with clients’ evolving goals. The team comprises experienced professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners and specialists in areas like divorce financial analysis and tax planning, reflecting a commitment to diverse expertise. Recognised as a 2025 Forbes/SHOOK Research Best-In-State Wealth Management Team, The Apex Group exemplifies excellence in personalised financial guidance.