Building Your Future: The Mazelon Chambers Neff Group at Baird Private Wealth Management

As a multi-generational advisor team, The Mazelon Chambers Neff Group can prepare you for the financial future you deserve. They make it their mission to help people understand their finances and use the right tools and strategies to achieve their lifetime goals. Their guiding principle is to do the right thing, in the right way, for every one of their clients.

The Mazelon Chambers Neff Group brings different backgrounds and areas of expertise to all of their client interactions. The team comprises three Financial Advisors: Tony Mazelon, Josh Chambers, CFP®, and Sarah Neff, CPWA®, and they specialize in helping you develop a sound retirement strategy. But that’s not all they do. They have expertise in:

Comprehensive Wealth Management: “Living in a smaller rural state doesn’t mean you have to settle for less than the best. Your money is just as important as anybody else’s, and our team ensures you get the most sophisticated financial management,” says Josh.

Education Funding: Sarah explains, “Providing for your family is the most important goal that most of us have. We specialize in working with families to ensure that the money for college will be there for you and your children.”

Investments: “We know you work hard and want your investments to work just as hard for you. Our decades of experience, including in the venture capital arena, allow us to offer more complex investment solutions than you’ll find with most wealth managers,” exclaims Tony.

The team also offers unique expertise in advanced life insurance for individuals and business owners.
They can also help small business owners make a successful transition… whether keeping the business in the family or selling.

According to the Mazelon Chambers Neff Group, creating the financial future you want is not a responsibility to be taken lightly. To help make that future a reality, you must have the right financial partner:

• One who is knowledgeable not only about the markets and financial planning but also about what’s important to you – your values, relationships, and hopes for the future.
• One who is trusted and who you can count on for competent, forward-looking financial advice.
• One who is focused only on you understands everything at stake for you and takes your business personally.

The Mazelon Chambers Neff Group is a Sustaining Member of the NHLA and shows its support by hosting educational webinars and sponsoring the Annual NHLA Convention. They are also exhibitors. Stop by booth 505 at the NHLA Convention in San Antonio from October 1 through October 3. They will have some giveaway items up for grabs!

To register for the convention, please visit www.nhla.com/ convention/register.

Learn more about The Mazelon Chambers Neff Group at www.mazelonchambersneffgroup.bairdwealth.com.