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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®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

Financial Planning

  • Pension Analysis
  • Retirement Income Planning

The Perry Richey Group Team Events

  • Annual Client Picnic
  • Annual Hot Rods Baseball Game

Annual Service Engagement

  • Annual Review Call (Meeting Upon Request)

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Notary and Medallion Signature Guarantee
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth

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®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial guidance for family members
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

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
  • Annual Hot Rods Baseball Game

Annual Service Engagement

  • Annual Review Meeting and Performance Reporting

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Notary and Medallion Signature Guarantee Services
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth


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®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial guidance for family members
  • Access to The Financial Advocate Network™
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

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 available through Baird Trust

The Perry Richey Group Team Events

  • Annual Client Picnic
  • Annual Hot Rods Baseball Game

Annual Service Engagement

  • Semi-Annual Review Meeting and Performance Reporting

Additional Services

  • E-Delivery Capabilities
  • Baird Mobile App
  • Notary and Medallion Signature Guarantee Services
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth

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®
  • Company Retirement Plan / 401(k) rollover options review
  • Counsel through major life events
  • Coordination with tax and legal professionals
  • Financial guidance for family members
  • Access to The Financial Advocate Network™
  • The Team Podcast
  • The Advocate Monthly E-Newsletter
  • The Quarterly Team Newsletter

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
  • 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
  • Notary and Medallion Signature Guarantee Services
  • Automated Clearing House (ACH)
  • Online Access with Baird 360 Wealth