The August, Nelson, Scharf Group | Baird Private Wealth Management

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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"We are in this together. We strive to be a trusted extension of your family."

- Nick August

Our Team

“There is a phrase at Baird that we believe in wholeheartedly: People Over Profits – the client comes first in every interaction.”

- Jen Scharf

Our Team

“When the market is uncertain, your financial plan will guide us through those moments without making emotional knee-jerk decisions.”

- Stan Nelson

Our Team

Our Purpose

Our team of Advisors strives to provide the highest level of support and guidance across generations. From working with you at the start of your career, progressing through your career, pre-retirement, retirement, and life changes along the way – we are beside you every step through your journey.

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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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