Kevin O.
Retired
- Role
- Legacy Advisor - the Nowack Group at Baird
- Location
- West Bend, WI, US
- LinkedIn followers
- 500 followers
About Kevin O.
Our financial advisory team develops and implements customized strategies to assist our clients in preserving and building the wealth that they have accumulated through their lifetime. We do this by addressing the 13 Wealth Management Issues we believe to be the most critical elements for Comprehensive Wealth Management. We leverage our experience, our internal Baird specialists, and external partners to continually address our clients’ sophisticated needs, in areas which include:> Financial Planning Based Assessment and Portfolio Management> Research and Oversight Based Investment> Wealth Distribution and Transfer Strategies> Tax Managed Investment Strategies> Insurance and Risk Management Planning> Closely Held Business Transition Strategies> Estate Planning and Management Issues> A host of other specialized areas of need where specific subject matter expertise is requiredSelected as a Five Star Wealth Manager by Milwaukee Magazine
Experience
Legacy Advisor - the Nowack Group
Jan 2020 — Present
Education
Marquette University
B.S. Finance
1973 — 1977
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