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Our Engagement

Every relationship begins with a conversation

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Discover Our Client Engagement Process

Our client engagement process is built to meet the needs of a wide range of investors. Keeping in mind that every client relationship is unique, we have designed a tailored wealth management experience for clients at varying asset levels. 

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Explore the Services We Offer


Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company-sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Rollover assistance for company retirement plans / 401(k)
  • Counsel through major life events

Financial Planning

  • Pension Analysis
  • Retirement Income Planning

The Perry Richey Group Team Events

  • Annual Client Picnic
  • Four Capital Market Lunch-n-Learns
  • The JPR Group Podcast
  • Annual Hot Rods Baseball Game

Annual Service Engagement

  • Annual Review Call (Meeting Upon Request)

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Federal and State Tax Withholdings
  • Notary and Signature Guarantee Services
  • Electronic Funds Transfer (EFT)
  • Contributions and Distributions
  • Online Access with Baird 360 Wealth

Ongoing Communications

  • Quarterly Newsletter
  • Monthly Advocate Email
  • The Perry Richey Group Podcast
  • Monthly Advisor Roundtable

Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company-sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Rollover assistance for company retirement plans / 401(k)
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial counseling for children

Financial Planning

  • Pension Analysis
  • Retirement Income Planning
  • Estate Planning
  • Life Insurance Review
  • Long-Term Care Insurance Review
  • College / Education Planning
  • MoneyGuidePro Financial Plan
  • Social Security Analysis

The Perry Richey Group Team Events

  • Annual Client Picnic
  • Four Capital Market Lunch-n-Learns
  • The Perry Richey Group Podcast
  • Annual Hot Rods Baseball Game

Annual Service Engagement

  • Annual Review Meeting and PerformanceReporting

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Federal and State Tax Withholdings
  • Notary and Signature Guarantee Services
  • Electronic Funds Transfer (EFT)
  • Contributions and Distributions
  • Online Access with Baird 360 Wealth

Ongoing Communications

  • Quarterly Newsletter
  • Monthly Advocate Email
  • The Perry Richey Group Podcast
  • Monthly Advisor Roundtable

Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company-sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Rollover assistance for company retirement plans/401(k)
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial counseling for children
  • Client Advocate Program

Financial Planning

  • Pension Analysis
  • Retirement Income Planning
  • Estate Planning
  • Life Insurance Review
  • Long-Term Care Insurance Review
  • College / Education Planning
  • MoneyGuidePro Financial Plan
  • Social Security Analysis
  • Advanced Charitable Giving Strategies
  • Tax Planning
  • Corporate Executor and Trustee Services

The Perry Richey Group Team Events

  • Annual Client Picnic
  • Four Capital Market Lunch-n-Learns
  • The Perry Richey Group Podcast
  • Annual Hot Rods Baseball Game

Annual Service Engagement

  • Semi-Annual Review Meeting and Performance Reporting

Additional Services

  • Baird VIP Home Office Visit
  • E-Delivery Capabilities
  • Baird Mobile App
  • Federal and State Tax Withholdings
  • Notary and Signature Guarantee Services
  • Electronic Funds Transfer (EFT)
  • Contributions and Distributions
  • Online Access with Baird 360 Wealth

Ongoing Communications

  • Quarterly Newsletter
  • Monthly Advocate Email
  • The Perry Richey Group Podcast
  • Monthly Advisor Roundtable

Investment Management

  • Money Management
  • Portfolio Rebalancing
  • Review of 401(k) and other company - sponsored retirement plans
  • Cash Management Services

Counsel and Advocacy

  • Access to CERTIFIED FINANCIAL PLANNER®
  • Rollover assistance for company retirement plans 401(k)
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial counseling for children
  • Client Advocate Program

Financial Planning

  • Pension Analysis
  • Retirement Income Planning
  • Estate Planning
  • Life Insurance Review
  • Long-Term Care Insurance Review
  • College / Education Planning
  • MoneyGuidePro Financial Plan
  • Social Security Analysis
  • Advanced Charitable Giving Strategies
  • Tax Planning
  • Corporate Executor and Trustee Services

The Perry Richey Group Team Events

  • Annual Client Picnic
  • Four Capital Market Lunch-n-Learns
  • The Perry Richey Group Podcast
  • Annual Hot Rods Baseball Game

Annual Service Engagement

  • Semi-Annual Review Meeting
  • Quarterly Performance Reporting

Additional Services

  • Baird VIP Home Office Visit
  • E-Delivery Capabilities
  • Baird Mobile App
  • Federal and State Tax Withholdings
  • Notary and Signature Guarantee Services
  • Electronic Funds Transfer (EFT)
  • Contributions and Distributions
  • Online Access with Baird 360 Wealth

Ongoing Communications

  • Quarterly Newsletter
  • Monthly Advocate Email
  • The Perry Richey Group Podcast
  • Monthly Advisor Roundtable