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500 1st Street, Suite 6000, Wausau, WI 54403

715-261-4800
cotte@rwbaird.com
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Our Practice

 Investment Philosophy

Wealth management is an increasingly complex undertaking. It can encompass income planning, retirement and estate planning, philanthropic activities and wealth transfer to future generations. All of these can be dramatically impacted by volatile markets, low interest rates and an uncertain tax and regulatory environment.

For most of the affluent clients we serve – pre-retirees, retirees, professionals, business owners and multi-generational families – it takes a team to develop comprehensive answers for the range of life-cycle and market-cycle issues they face.

The Gaffaney Otte Group brings over 50 years of financial industry experience to the sophisticated solutions we create for clients. Through Baird, we have direct access to a highly skilled, in-house team of approximately 60 specialists in areas such as investment research, tax and estate planning and risk-management strategies, as well as services for business owners and corporate executives. In addition, we frequently work with our clients’ outside advisors, including attorneys and tax professionals, to ensure they receive integrated advice on all aspects of managing their wealth.

Process

Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:

Process
  • First, we gather information about you to better understand your complete financial picture.
  • We then work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you’re comfortable with.
  • Taking the above into consideration, we look for gaps and opportunities.
  • We draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.
  • We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.
  • We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.
  • We provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.

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