Welcome to the Chlupp & Hall Group. Our team has been evolving since 1980 and we now have a crystal clear vision of how our team should operate, who we serve best and why we have such a passion for what we do.

Our team and Baird have the credentials to work with any highly sophisticated financial situation. We work best with family-oriented people who typically have interest in stewardship for their wealth and not highly speculative investments. Stewardship as we see it is the process of not only living off of accumulated wealth for the rest of your life, but also having some desire to leave a legacy to heirs or the community. The financial plan that we create for clients is the “living and breathing” document that constantly changes as the lives of our clients evolve. It is the beacon that serves as a guide to everything we do. This allows our clients to keep focused on longer term goals instead of short term market fluctuations. The Chlupp & Hall Client Roadmap is our proprietary 5-Step Process that allows us to fully understand the needs and goals of a new client before making investment recommendations.

We typically bring on only 6 new families per year that have approximately $5 Million or will have $5 Million or more by the time they plan on retiring. We limit the families served to ensure our focus can remain on their financial well-being. The success of our clients' financial planning and investments depend on consistent and transparent communication during all stages of the markets and all stages of life.