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The August Nelson Scharf Group


Thoughtful Wealth Planning for Business Owners, Executives, Early Retirees, and High-Net-Worth Families

We help successful individuals and families in the Greater Milwaukee area think through complex financial decisions - from preparing for a business sale to structuring retirement income to long-term wealth planning.

The August Nelson Scharf Group at Baird works with business owners, corporate executives, retirees, and high-net-worth families in the Greater Milwaukee area who want thoughtful guidance around complex financial decisions. Whether you are preparing for a liquidity event, managing concentrated stock, planning for retirement, or thinking about long-term family wealth, we can help you build a clear and practical strategy.

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High-Net-Worth Families

High-Net-Worth Families

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Retirees

Retirees

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Corporate Executives

Corporate Executives

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Business Owners

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Congratulations to the August Nelson Scharf Group!

Congratulations to the August Nelson Scharf Group!

We are pleased to announce that The August Nelson Scharf Group has been recognized as one of the 2026 Best-In-State Wealth Management Teams by Forbes/SHOOK Research for the second consecutive year (2025-2026).

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25


Client Situations We Help Solve

Whether you are preparing to sell a business, managing sudden liquidity, structuring retirement income, or planning for a family wealth transfer, our team of advisors are ready to help you.

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Client Education

Client Education

We value educating clients on topics that are important to them. Have a topic of interest or want to know what Baird can offer? See what events are coming up!

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