SERVING MULTI-GENERAL FAMILIES, BUILDING STRONG SECURE FUTURES AND LASTING LEGACIES.
The Wathen Lobel Miller Schultz Group works diligently with clients to prepare comprehensive financial, estate and tax plans alongside investment solutions tailored to their individual needs. We're excited to work with you, and bring your financial strategy to life.
Our Team
Our Focus
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 of our foundation of success.
About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management. Putting you first, no matter what - that's how Baird has been doing business for more than 100 years.
20 Minute - Ask Anything
Whether your friends, family, or colleagues know what they want to focus on or they don’t know what they don’t know, you can give them access to us and our expertise in the form of a 20-minute Ask Anything Session. If they are a friend of yours, they are a friend of ours. We offer Ask Anything Sessions, which are simply 20-minute phone conversations to help answer ANY questions they may have. Learn more today!
Have you signed up for Wealth 360?
Explore all the benefits of having your finances in one plan.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.