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200 Public Square, Suite 1650, Cleveland, OH 44114

216-737-7347
TheCJWGroup@rwbaird.com
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Your Personal CFO for every Financial Decision

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Make the Most of Your Required Minimum Distributions

Make the Most of Your Required Minimum Distributions

RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.
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Bull & Baird: Is Now Different?

Bull & Baird: Is Now Different?

The pace of change coming out of Washington has helped to fuel market volatility. Is now different than past rocky periods?
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Ryan Cox

Ryan W. Cox

Director

rcox@rwbaird.com

Gerald Jarzabek

Gerald Jarzabek, CFP®, CPWA®

Director

gjarzabek@rwbaird.com

Christine Wiskochil

Christine Wiskochil

Vice President

cwiskochil@rwbaird.com

Albert Pompeo

Albert Pompeo, CFP®

Associate Financial Planner

apompeo@rwbaird.com

Amanda Zuhse

Amanda Zuhse

Client Assistant

azuhse@rwbaird.com

Katie Meadows

Katie Meadows

Client Assistant

kmeadows@rwbaird.com

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