Rick Verthein is a Director and Family Wealth Advisor with Baird Private Wealth Management in Waukesha, Wisconsin. He works with affluent individuals and families to develop comprehensive wealth strategies that integrate investment management, retirement planning, risk management, and coordination with estate and tax professionals.
A Brookfield, Wisconsin native, Rick graduated cum laude from the University of Wisconsin-Milwaukee with degrees in Accounting and Finance. He joined Baird as an intern while in college and has spent his entire professional career with the firm, building long-term relationships and helping clients navigate increasingly complex financial decisions.
Known for his thoughtful and disciplined approach, Rick focuses on providing clarity, structure, and personalized guidance tailored to each client's goals and values. His work has been recognized nationally through multiple Forbes Best-in-State Wealth Advisor and Forbes Next-Generation Wealth Advisor distinctions.
Active in the community, Rick serves on local nonprofit and community boards and is committed to giving back to southeastern Wisconsin. He lives with his wife, Jessica, and their children.
2026 - 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25
2026 - Recently recognized by Forbes/Shook Research as a 2026 Best-In-State Wealth Advisors published on 4/7/26. Rankings based on data as of 6/30/25.