The Roettgers Koshy Wielgus Group - Baird Private Wealth Management

The Roettgers Koshy Wielgus Group - Baird Private Wealth Management The Roettgers Koshy Wielgus Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates.

Wealth Management is a distinct process to our team. All advisors provide investment consulting; our team separates themselves by offering advanced planning and relationship management. Advanced Planning focuses on wealth enhancement, wealth transfer, wealth protection, and charitable giving. Relationship management means our team takes a proactive approach in client communication as well as partnering with internal and external professionals.

We're excited to celebrate Jennifer Roettgers for being named a 2026 Notable Leader in Wealth Management by BizTimes Mil...
07/29/2026

We're excited to celebrate Jennifer Roettgers for being named a 2026 Notable Leader in Wealth Management by BizTimes Milwaukee. Jennifer's passion for serving clients, developing meaningful relationships, and supporting the growth of those around her is evident in everything she does. Her leadership extends far beyond the office, making a lasting impact on our team, our clients, and the community. As St. Joan Antida High School shared in the feature, Jennifer's commitment to creating opportunities for young women through education and leadership continues to leave a lasting impact. We're grateful to St. Joan Antida for their kind words and proud to see Jennifer recognized for the many ways she serves others. Congratulations, Jennifer, on this outstanding recognition!

Read more here:

As director of The Roettgers Koshy Wielgus Group at Baird, Jennifer Roettgers has helped strengthen partnerships and create opportunities for others,

Join us in congratulating Jennifer Roettgers on being recognized as a Forbes Top Women Wealth Advisor Best‑In‑State! Thi...
03/17/2026

Join us in congratulating Jennifer Roettgers on being recognized as a Forbes Top Women Wealth Advisor Best‑In‑State! This distinction highlights Jennifer’s leadership, professionalism, and ongoing commitment to serving our clients with care and integrity. Congratulations on this well‑deserved recognition.

We’re excited to share that our team has been recognized by FORBES | SHOOK Research as a Best‑in‑State practice! 🎉We’re ...
01/16/2026

We’re excited to share that our team has been recognized by FORBES | SHOOK Research as a Best‑in‑State practice! 🎉

We’re incredibly grateful for the trust our clients place in us and for the amazing colleagues who make this work so rewarding.

This past year has also been filled with meaningful opportunities to give back. From supporting the organizations we care deeply about to spending time together as a team, we’re proud of the impact we’ve been able to make—both in our community and with one another.

Here’s to continuing to serve, support, and grow—together. 💙✨

What a fun evening for the Waukesha County Community Foundation annual Celebration of Giving event this past week! Wonde...
06/22/2024

What a fun evening for the Waukesha County Community Foundation annual Celebration of Giving event this past week!

Wonderful to see one of our former partners, Sue Bellehumeur, receive the Celebration of Giving award in honor of her decades of philanthropy and community involvement.

Also fun to have another former partner, Meg Yost, travel in for the occasion. We just couldn’t miss the chance to take a full group photo with all of us together again!

We were thrilled to attend the Baird Center grand opening gala this week! It was a fantastic celebration filled with ant...
05/18/2024

We were thrilled to attend the Baird Center grand opening gala this week! It was a fantastic celebration filled with anticipation and excitement.

What a great chance for us to see the birth of a wonderful new addition to Milwaukee (and to hear Idina Menzel)!

St. Joan Antida High School is an all girls high school in Milwaukee where 100% of the students receive financial aid to...
04/28/2024

St. Joan Antida High School is an all girls high school in Milwaukee where 100% of the students receive financial aid to study in 3 career pathways (Business, Engineering/IT, and Health Sciences).

The Roettgers Koshy Wielgus Group - Baird Private Wealth Management is proud to partner with SJA to support their mission. To help get the party started we were the Cocktail sponsor for last nights “Growing Together” gala at the Milwaukee Public Museum!

We are grateful for the opportunity to continue backing the JDRF Wisconsin Chapter gala through our sponsorship. The eve...
02/18/2024

We are grateful for the opportunity to continue backing the JDRF Wisconsin Chapter gala through our sponsorship. The event brings together like-minded individuals from Baird and beyond, furthering the quest to transform 'Type 1 Into Type None'.

The team was happy to take time out of our week last week to volunteer with Feeding America Eastern Wisconsin! In just a...
02/07/2024

The team was happy to take time out of our week last week to volunteer with Feeding America Eastern Wisconsin! In just a few short, but busy hours, we were able to help pack 2,970 pounds of food which equates to 2,422 meals for hungry families!

Address

N17 W24222 Riverwood Drive, Suite 240
Waukesha, WI
53188

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12625235696

Alerts

Be the first to know and let us send you an email when The Roettgers Koshy Wielgus Group - Baird Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Roettgers Koshy Wielgus Group - Baird Private Wealth Management:

Shortcuts

Share