The Osa Schlofman Group | Baird Private Wealth Management

A Commitment to Disciplined Investing

“Investing isn’t magic – it’s not some black box. You develop a well-thought-out plan and you stay disciplined.”

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Get To Know The Osa Schlofman Group

Years of experience have prepared us to guide you through your life transitions.

Our Profile

How We Help

In addition to working together toward real, year-after-year growth, we'll help you find the freedom to achieve your dreams.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Investment

With decades of experience, our investment gurus are always ready to support you in every way.

Lifestyle

Dream big, have fun, and watch your finances grow.

Tax

If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, we have you covered.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate plan perfect for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you generate wealth now, while we build the perfect tomorrow.