We are excited to share that The DDK Group was recently recognized by Forbes | SHOOK Research as a Best-in-State Wealth Management Team, ranked second in the state of Wisconsin.

This recognition is a testament to the wonderful families we serve, the partners and network we collaborate with, and the dedication of our entire team. We are deeply grateful for your trust and ongoing support.

Look who’s on the big screen! Catch a familiar face in Baird’s latest campaign.

Our team had the honor of helping plant the Field of Flags at Milwaukee's War Memorial Center - placing 27,316 flags to honor every fallen service member from Wisconsin since the Civil War.

We're incredibly grateful to work for a company that not only encourages community service but also supports it by giving us the time and resources to give back. #BairdGivesBack

Our teamate, Tiffany Kowieski, has earned the Certified Divorce Financial Analyst® (CDFA®) designation! 

This credential recognizes her expertise in guiding clients through the financial complexities of divorce, from asset division to long-term planning. Tiffany’s achievement enhances our ability to support families with clarity, care, and confidence. 

We are thrilled to announce that two of our team members, Cassandra Meyers and Tiffany Kowieski, have recently passed their Certified Private Wealth Advisor (CPWA®) exams! 

The Certified Private Wealth Advisor (CPWA®) exam is a rigorous certification test designed for experienced financial professionals who work with high-net-worth clients, covering advanced wealth management topics such as tax strategies, estate planning, asset protection, and family dynamics. 

This achievement is a testament to their hard work, dedication, and commitment to excellence. Their success not only enhances their professional growth but also strengthens our team's expertise and ability to serve our families better.

We had a fantastic time celebrating the holiday season together. Our mission is to help families shape their legacy, and it's moments like these that remind us of the importance of teamwork and supporting each other.

We are incredibly thankful for our clients' trust and partnership throughout the year. Your confidence in us inspires us to continue our mission with dedication and passion.

Wishing everyone a joyful holiday season and a prosperous new year! 🌟

We are very thrilled to share that Ed, Dave, and Tom were recently recognized again by Shook Research as 2024 FORBES Best-In-State Wealth Advisors published on 4/3/24. Rankings based on data as of 6/30/23.  This is a well-deserved testament to their excellence and dedication to our clients.  

As Artificial Intelligence technology improves, scammers are getting more creative and convincing.  Attached is a 6-minute video of Philadelphia attorney Gary Schildhorn testifying about his experience as a target in one of these advanced scams. 

In his latest blog post, John Taft talkes about how Wealth and wellness are inextricably linked – and anyone looking to increase and preserve their wealth would be wise to focus on their well-being. Getting proactive and taking care of your health save you money at every age and can help you minimize ongoing and catastrophic care expenses in a variety of ways.

Baird is constantly investing in its technology to meet and evolve with your needs. We are excited to announce two brand-new features, now available in Baird Online:

• Mobile Check Deposit: Conveniently make deposits to your account by submitting check images within the Baird Online Mobile App.
• ACH In Transfer Request: View existing and initiate new ACH instructions by accessing Baird Online through your browser or the mobile app.

The DDK Group had a celebratory team lunch to recognize a successful first half of 2023.  A great start to the year, coupled with individual team member successes, lead to a nice afternoon with a lot to commemorate.  We graciously recognize that we owe much of our collective success to our wonderful clients, close network, and our families. 

Baird and The DDK Group  will continue to be in Milwaukee’s U.S. Bank Building, after signing a 5-year lease extension that runs through 2033 and provides more than 456,000 square feet of space.

The Secure Act 2.0 brought positive changes for surpluses in 529 education savings plans. Newdistribution rules beginning in 2024 allow this surplus to be rolled over to a Roth IRA for thebeneficiary, subject to an annual maximum of $5,000 and a lifetime maximum of $35,000. This lawchange allows for the incredible tax advantages that the 529 brings to go towards opportunitiesbeyond education.

Last week was Baird Gives Back Week! We are thankful that Baird provides us time away from the office to volunteer at local charities and impact the community. This year DDK spent time at the The Hunger Task Force of Wisconsin. We...