The Gebhardt Schliepp Group | Baird Private Wealth Management

The Tower Talk - Gebhardt Schliepp

The Tower Talk

Watch the Tower Talk series hosted by the Gebhardt Schliepp Group to reach new heights in conversation, and elevate your knowledge. In line with our insights to educate clients, The Tower Talk is a series of short informative videos produced by our team. The Tower Talks are always where the view from the top is worth the climb.

Trump Accounts

Here is a brief overview of Trump Accounts.

Early Retirement?

Are you ready for early retirement? Here are a few things to condiser.

Umbrella Insurance

What is umbrella insurance? Consider these few questions and resources when learning about insurance.

2024 Year End Tax Planning

Let's take a look at year-end tax planning, what is unique to 2024 going into 2025 and tax planning strategies/ideas.

Charitable Gifting Ideas

If you are philanthropic consider a few of these strategies to make an impact on your tax situation. Donor advised funds, bunching gifts and qualified charitable distributions.

What is Financial Planning?

Many people find financial planning complex and choose not to think about it. We create strategies that are tailored to your needs and goals.

Buying or Thinking of Buying a Home?

A home purchase, whether you're a first time home buyer or upgrading to a bigger or better location is the single largest investment you have. Consider these three questions.

Tower Talk Introduction

Located in the heart of WI in the Dudley Tower, we introduce the Tower Talks. And, if you have any questions, we offer something called 'Ask Us Anything Sessions'. These 20 minute session are for you to use our time and discuss any topic for 20 minutes. You can schedule these sessions through here.