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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone to our foundation of success.

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Our Practice

Our Practice

We craft strategies that are tailored to your goals.

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Financial Planning

Financial Planning

We're prepared to guide you through life's transitions. 

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Retirement Planning

Retirement Planning

We are part of Baird's Qualified Plan Consulting Group.

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About Baird

About Baird

We operate our business with ethics and integrity.

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Team Accolades

Team Accolades

From Forbes Best-In-State Wealth Advisors to Five Star Wealth Managers and a Top 40 Regional Broker Under 40 by Financial Planning, click to learn more about our many accolades in 2022. 

The Pauly Nethery Koth Group Quarterly Newsletter

The Pauly Nethery Koth Group Quarterly Newsletter

With timely team updates, quarterly market data and Wealth Management Insights - our newsletter provides a quarterly check-in to give you a pulse on what is happening here with the team at Baird.

Your Partners in Financial Success

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