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Where do you want to go? We'll get there, together. 

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.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Shared Values, Common Goals, True Partnership

Shared Values, Common Goals, True Partnership

The Murray Thomson Group is a team of financial professionals that provides Strategic Wealth Planning and pro-active management of market risk to individuals and businesses. The team consists of two financial professionals and two Senior Client Specialists. The Murray Thomson Group is part of, and is backed by the substantial resources of Baird, a full service investment firm founded and headquartered in Milwaukee, Wisconsin since 1919.

The Murray Thomson Group was formed to leverage the talents of each of its team members to benefit our clients. We believe clients with considerable assets and often-complex financial issues are better served by a team of specialists working together to analyze situations, implement appropriate financial strategies and monitor progress relative to the client’s goal.

Mission Statement

Mission Statement

The Murray Thomson Group will provide comprehensive planning and risk management investment strategies designed to help secure the future lifestyle of affluent families and private business owners. We dedicate ourselves to your dreams with compassion, understanding and deep expertise.

We go with you, wherever the road of life takes you.

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.

Meet Our Team

Michael Murray

Michael R. Murray, CFP®

Senior Vice President, Senior Investment Consultant

262-523-5671

262-523-5610

Greg Thomson

Greg Thomson, CMT

Vice President, Private Investment Management

262-523-5671

262-523-5610

Chris Rossman

Chris Rossman

Senior Client Specialist

262-523-5672

262-523-5610

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