Broker Check

SPG Group Wealth Advisors

Design Your Financial Future. 

Comprehensive Wealth Management

At SPG Group Wealth Advisors, we strive to be the first choice of successful people for sound financial advice and integrated wealth and retirement services. Using trusted analytical methods guided by common sense and deep expertise, our process is responsive, and custom-tailored to our client’s individual financial goals. Thoughtful and thorough, we collaborate closely with our clients—and their CPA and attorney—at every stage of their retirement journey with an extraordinary degree of personalized care and attention to create consistency in their wealth management plan.

"Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives."

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Thoughtful and Thorough.

Financial success is not an accident. It results from thoughtful planning, attention to detail, and active monitoring. No amount of planning can survive a haphazard approach to investing. We construct portfolios in line with Modern Portfolio Theory, which uses historical data to suggest how to allocate capital among various asset classes. Then, we adjust exposures based on current conditions in the marketplace to adapt to unusual risks and opportunities as they arise. We call this strategy, “Modern Portfolio Theory, Guided by Common Sense.

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Wealth Management Strategies that Work for You.

Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability. When you turn to Baird, you gain access not only to your team of dedicated advisors, but to the strength of an entire family of financial experts.

Financial Planning

With the help of the Baird financial planning team, we can help you build a plan for your future.

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Wealth Solutions

Our tailored approach to the financial markets along with market insights and proprietary solutions can help you achieve your objectives and build long term financial stability.

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Trust and Estate Planning

Working alongside the Hilliard Lyons Trust Company, we can help you build and protect your legacy.

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Business Solutions

Whether a family business or a complex organization, from valuation to succession planning, our investment banking experts can help business owners navigate a path for your business.

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Unwavering Expertise and Support

We believe our clients are best served when we coordinate what we're doing with their other advisors. With your permission, we can proactively forward useful information to your CPA and attorney, and confer with them regarding any questions about integrating your investments with your tax and estate plans. We have a formal process for doing this, and we call this our "Alliance Program".

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Reaching Beyond Expectations.

 We bring the guidance, insights, and solutions you need to help you make sound financial decisions for today and tomorrow. From up-to-date market research and analysis to detailed wealth planning, Baird experts have the knowledge, experience, tools, and resources to help you achieve your goals.

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Our Team

We function as a fully integrated team so that all of our clients can benefit from each of our areas of expertise. We believe that financial success is not an accident, and that it is the natural result of thoughtful planning, attention to detail and active monitoring. We also strive to deliver a higher level of service than anyone else in our market. In fact, we devote more time and attention to details of the overall client experience than any other financial services practice that we know of.

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Tap Into Our Resources

Want to learn more? We offer articles, videos and other information on a range of wealth management topics that can help you explore the alternatives that are available.

Investment Strategy

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Resources

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SPG Group Wealth Advisors