The Jester Group
Private Wealth Management | Financial Advisors
The Jester Group is a highly experienced, credentialed and multigenerational wealth management practice that values planning, service, and our close and lasting relationships with our clients above all else.
How We Work
Advanced Planning
At the Jester Group, we build tailored solutions for the complex issues facing family wealth. We work hand in hand with the deep Baird bench of experts for advanced financial, tax, trust and estate planning.
A Unique Approach
We have delveloped and refined our Wealth Manangement Process to ensure that we are able to address all of the needs of our clients.
Experienced Team
The members of our team have diverse backgrounds and experiences that reflect our shared values of service and trust.
We are highly credentialed with expertise in several diverse areas within wealth management.