Delivering the Highest Level of Personal Service The cornerstone of our investment philosophy is getting to know as much as possible about you, your dreams and your risk tolerance. From there, we work together to build an investment and financial plan designed to meet your objectives. The Berger Wealth Services Group of Baird Private Wealth Management has more than 25 years of combined experience in helping clients through careful planning, investment advice and unparalleled personal service. Jeffrey holds the Chartered Wealth Advisor (CWA) designation, which is awarded only to Baird Financial Advisors who have completed an extensive program concerning the varied aspects of wealth management. The program includes classroom study, self study, case studies, periodic testing and a comprehensive final exam over the course of six months. A Wide Range of High-Quality Investments Baird Private Wealth offers a full spectrum of financial services, including but not limited to college and financial planning, insurance, retirement plans and investment management. No matter what your objectives, time horizon or risk tolerance may be, we have your needs in mind. A Final Note Our strong commitment to exceptional service and caring for our clients drives our practice at Berger Wealth Services. With your trust and commitment, we can do what is right for you and your family. Working with you and your family would be our privilege, and we look forward to the opportunity.