Our Practice

The Jester Group’s team oriented and stewardship based approach to wealth management has set us apart since 1987. We are focused working with multi-generation families in the areas of financial planning, impact investing, wealth protection, charitable giving, wealth transfer, and growing wealth. 

We believe that our clients deserve a different kind of working relationship with their advisor and the firm. In fact, it is a type of relationship that you have probably not encountered at any other firm. We pride ourselves on our team approach and capably bringing the scope and influence of the full slate of resources of Baird to our valued clients.

This combination of personal attention, firm support and financial possibilities can help create opportunities for you. We are committed to helping you have an experience that is informed, clear, warm, and rewarding.

Our Services

  • Wealth Management
  • Financial Planning
  • Philanthropic Services
  • IMPACT investing
  • Sustainable & ESG Investing
  • Retirement Planning
  • Wealth Protection
  • Retirement Plan Rollovers
  • Charitable Giving
  • Legacy Planning
  • LGBT Planning Services
  • Divorce Financial Analysis
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Alternative Investments
  • Trust Accounts

Our Clients

Our clients’ plates tend to be full with healthy portions of family, work, and community. This generally leaves them with little time or desire to plan on their own for their financial good health.

Every person has dreams that he or she wants to come true for themselves and the people and causes that are dear to them. As they grow older, our clients’ dreams take different shapes as each new chapter of their lives unfolds. Whether in their early, middle or latter chapters, they need help with understanding investments and building wealth, how to be good stewards of their wealth, educational and retirement planning, and managing their taxes.  They may need advice in launching their next big adventure, or how to turn their dream for a better world into reality.  And at some point they will want to explore leaving a legacy for their family and the causes that are important to them.

Every life story has transitions, and many of our clients have come to us “in transition.”

Perhaps it has been sparked by the joy of a new relationship, marriage, birth, or a new business, academic, or professional opportunity. For others, it may be celebrating the end of a meaningful career and the beginning of retirement.

But many times, the transitions that bring new clients are challenging and difficult— the death of a loved one, a divorce, the loss of a job, a serious illness, or the plight of their elderly parents.

Regardless of whether the transition is one of joy or sadness, they often raise questions and uncertainties about financial goals and the path ahead.

Often the most valuable service we bring to clients is simply to listen to their story, and then help them centralize and organize the “collection” of financial assets and investments that they have acquired over the years. This helps establish a sense of confidence and becomes the first step in developing a personalized plan for their present and their future.