The Chlupp & Hall Group - Baird Private Wealth Management
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Driven by the passion for what we do, our team posesses a crystal clear vision of who we serve best and how to help clients reach their goals. Baird & Co.
Our team and Baird have the credentials to work with any highly sophisticated financial situation. Securities and Investment advisory services are offered by Robert W. Incorporated, a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Please visit my Baird website or rwbaird.com for additional disclosures.
12/17/2022
We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Grabinski, Strategas investment strategist.
Market Strategy Weekly - December 16, 2022 We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Gra...
12/12/2022
Life's twists and turns don't stop just because you're retired. A little planning could give you the financial flexibility you need to take on whatever comes your way. https://bit.ly/3UR8Mj6
12/10/2022
Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, and why U.S. productivity has been so down in recent quarters.
Market Strategy Weekly - December 9, 2022 Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, ...
12/03/2022
Strategas’ Nicholas Bohnsack shares a useful framework for evaluating the state of the stock market as we head into 2023.
Market Strategy Weekly - December 2, 2022 Strategas’ Nicholas Bohnsack shares a useful framework for evaluating the state of the stock market as we head into 2023. Nicholas is President and Head of P...
11/28/2022
We're so thankful for the amazing women who helped shape Baird’s history. They have led with passion, vision and wisdom. These traits are shared by women at all levels of the firm. Together we serve the financial needs of an ever-increasing number of women clients whose unique definitions of success and personal visions for the future give us purpose. Today and everyday, we celebrate your stories. https://bit.ly/3u55UUS
11/24/2022
At Baird we’re grateful for the camaraderie of our colleagues, our families and friends, and the opportunity to serve our clients throughout their lives. We hope you enjoy a happy Thanksgiving together!
11/21/2022
Recording Available: Baird Wealth Strategies - Year-End Tax Planning
Recording Available! November Baird Wealth Strategies: Year-End Tax Planning This presentation summarizes the 2022 changes to tax law, and looks ahead to legislation that could be enacted after the midterm elections in November. It a...
11/19/2022
Taking stock of the equity market, Strategas Head of Macro and Technical Research Chris Verrone describes why the current environment is so disorienting, what the implications are, and where he has the highest conviction as of today.
Market Strategy Weekly - November 18, 2022 Strategas Head of Macro and Technical Research Chris Verrone takes stock of the equity market. He describes why the current environment is so disorienting, ...
11/14/2022
Retirement isn't just about you - it's also about the people who rely on you for support, and those you'd turn to if you needed care. Now is the time to get them involved. https://hearsay.social/3hFS7kW
11/12/2022
Strategas Technical Strategist Todd Sohn breaks down how he sees the market today. Todd first discusses the ongoing regime shift from Growth to Value (and whether or not he believes it can stick) before touching on Gold’s uncertain outlook.
Market Strategy Weekly - November 11, 2022 Strategas Technical Strategist Todd Sohn breaks down how he sees the market today. Todd first discusses the ongoing regime shift from Growth to Value (and wh...
11/11/2022
Happy Veterans Day to all those who have served and who continue to serve. We are grateful for your service and sacrifice.
11/05/2022
Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the most recent Fed decision, comments on Powell’s remarks, and analyzes how fixed income markets could be impacted.
Market Strategy Weekly - November 4, 2022 Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the most recent Fed decision, comments on Powell’s remarks, and analyzes how fixed income ...
11/02/2022
Strategas Investment Strategist Ryan Grabinski takes us through a grab bag of questions facing the market, including why liquidity could be an issue, how earnings season is faring thus far, and what’s next at the Federal Reserve.
Market Strategy Weekly - October 28, 2022 Strategas Investment Strategist Ryan Grabinski takes us through a grab bag of questions facing the market, including why liquidity could be an issue, how ear...
10/31/2022
We believe providing the best service to our clients starts with hiring the best associates. We invite you to learn more about Stephanie Warren and her role as Chief Operating Officer for Fixed Income Capital Markets, the best advice she's ever received and she balances work/life responsibilities. https://hearsay.social/3DuovOO
You're Invited! Baird Wealth Strategies Webinar: Year-End Tax Planning
Password: BWS123
10/26/2022
Strategas Washington Research Analyst Jeannette Lowe breaks down two key major themes of note: an increasing focus on energy independence in the US and the impact of deglobalization on US-China relations and the domestic Tech sector.
Market Strategy Weekly - October 21, 2022 Strategas Washington Research Analyst Jeannette Lowe breaks down two key major themes of note: an increasing focus on energy independence in the US and the i...
10/22/2022
Webinar Recording Available!
Baird Wealth Strategies: Medicare
Recording Available! Baird Wealth Strategies: Medicare Baird’s Financial Planner, Chris Dolan, and Baird’s Healthcare Partner, Iris Nelson from ClearMatch Medicare, discuss Medicare planning to help you be prepar...
10/21/2022
This special podcast features two of Baird’s own survivors – Anne-Marie Peterson (Managing Director, Global Investment Banking) and Nancy Popovich (Managing Director, Private Wealth Management) – talking to Ellen Friebert Schupper, Executive Director of ABCD: After Breast Cancer Diagnosis, about the advantage of shared perspective and experience in beating the disease. Listen at https://hearsay.social/3EZOKia
10/17/2022
When you're the executor of a loved one's estate, your to-do list can be overwhelming - especially when you're grieving. These steps can help you make the process more manageable.
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10/15/2022
Strategas Head of Fixed Income Research Tom Tzitzouris gives us his instant reaction to the hotter-than-expected September inflation data, how it might impact interest rates over the near-term, and what indicators he’s watching most closely going forward.
Market Strategy Weekly - September 30, 2022 Strategas Technical Strategist Todd Sohn walks us through the technician’s view of the current market environment. He hits on the broad selloff of the last f...
10/11/2022
Strategas Chief Economist Don Rissmiller breaks down how the labor market is feeding inflation, how other big inflationary inputs like housing are holding up, and why solid growth in the third quarter doesn’t mean the economy is out of the woods.
Market Strategy Weekly - October 10, 2022 Strategas Chief Economist Don Rissmiller breaks down how the labor market is feeding inflation, how other big inflationary inputs like housing are holding up...
You’re Invited! Baird Wealth Strategies Webinar - Medicare
Password: BWS123
10/05/2022
Too much risk in your portfolio could significantly set back your plans - but you can't ease off the gas too soon either. Here's how you can get the investment risk/return ratio right. https://hearsay.social/3CyzAyN
10/01/2022
This week we walk through a technician’s view of the current market environment with Todd Sohn of Strategas. He hits on the broad selloff of the last few weeks, why sentiment isn’t quite as dour as past bear markets, and what sectors he likes as of today.
Market Strategy Weekly - September 30, 2022 Strategas Technical Strategist Todd Sohn walks us through the technician’s view of the current market environment. He hits on the broad selloff of the last f...
09/24/2022
This week we tackle a grab bag of high level questions with Ryan Grabinski, Strategas Investment Strategist. Questions include why the talk of a Fed pivot is premature, where earnings estimates might go from here, and why concentration risk remains worth watching.
Market Strategy Weekly -- September 23, 2022 Strategas Investment Strategist Ryan Grabinski takes on a grab bag of high level questions, including why talk of a Fed pivot is premature, where earnings es...
09/24/2022
Webinar Recording Available!
Baird Wealth Strategies Webinar - Charitable Giving
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Thank you, Pam…. This is one of the greatest honors of my life. I am humbled beyond measure to be included with such an incredible group of past recipients.
-Chris
09/19/2022
Heather Osborn, Baird’s Manager of Financial Planning, was recently featured on entrepreneur.com in this article where she shares her expertise regarding action steps women can take to improve their finances.
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09/17/2022
Strategas Chairman and Chief Investment Strategist Jason Trennert chats about two of his firm’s most important themes: the structural stickiness of the current inflation and the Fed’s likely need to go farther than expected to fight it.
Market Strategy Weekly – September 16, 2022 Strategas Chairman and Chief Investment Strategist Jason Trennert chats about two of his firm’s most important themes: the structural stickiness of the curre...
09/13/2022
Strategas Head of Technical Strategy Chris Verrone joins us to talk about some of the bigger themes in his team’s work and how those themes inform where he sees market leadership and where he would be investing today.
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Our Story
The Chlupp & Hall Group story begins with an entrepreneurial spirited man taking a risk. In 1980, my father Fred Chlupp decided to make a major career change and leave his post as the head of the Washington County Land Use Department and pursue a career as a Financial Advisor at Baird. He worked extremely hard and showed promise in the industry so in 1982 he convinced Baird that he could create a successful branch office in the city of West Bend. His main purpose for this bold request so early in his career was to avoid uprooting his family that he moved to West Bend in 1973. He knew that with two young children “failure was not an option.” So he spent many evenings and weekends working to ensure that would not happen. Thankfully, it didn't.
The roots of Fred Chlupp, Chris Chlupp and Brandon Hall go back to the 1980s.
Try to find all three of them in this picture!
In 1987, I remember hearing about the “stock market crashing” one day at school. I had grown up around and owned investments for most of my life, so I knew this was going to be a tough day for my dad. He got home a little later than usual that day but much to my surprise he was calm. He told us around the dinner table that corrections like this have happened in the past, they will happen in the future but they almost always represent a long term opportunity. He and my grandfather had the same conviction about thinking long-term when it comes to investing in stocks and they both enjoyed much success with that mindset. Dad was one of the elite advisors at Baird for many years and I will always be grateful for the foundation of clients that he created which is still the heart & soul of the Chlupp & Hall Group today.
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111 N Main Street
West Bend, WI
53095
Opening Hours
| Monday | 9am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 8am - 4:30pm |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 4:30pm |
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