Transform your financial future with a team that truly cares. Surround yourself with advisors who are as invested in your goals as you are, supporting you at every step. It’s time to experience the difference of having a team that puts you first.

LET'S BUILD SOMETHING EXTRAORDINARY TOGETHER.

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"Trusted, dependable, caring knowledgable. They are great people!"

^{What Are Our Clients Are Saying}

"I feel very connected to the Perry team. They do a great job of communicating with us. Its a great team and they have my best interest at heart."

^{What Our Clients Are Saying}

"I have complete confidence in the entire Baird Perry Group. Every member of the team consistently looks out for my best interest, offers personal and thoughtful support - taking the time to ensure I truly understand each step of my financial journey."

^{What Our Clients Are Saying}

"The entire group is outstanding, I consider them more than just business associates I think of them as friends."

What Our Clients Are Saying

"This team is calm, intelligent, responsive, friendly and reassuring and I know they take great pride in the responibility of protecting my investements. Exactly what we needed!"

The testimonials are from clients of The Perry Group of Baird Private Wealth Management. No cash or other compensation or other direct or indirect benefit was provided in exchange for these testimonials. The experiences of the clients as described in the testimonials may not be representative of the experiences of all Baird clients and there is no guarantee of future performance or success.

This report contains the results of the Customer Experience Survey provided to clients of The Perry Group of Baird Private Wealth Management during Apr-May 2026. Survey results are anonymized and represent the sentiment of survey respondents at the time solicited and may not be representative of the experience of all Baird clients. From time to time in the ordinary course of business certain clients may receive gifts or other direct or indirect benefits in compliance with applicable rules and regulation. However, no cash or other compensation was provided to any person for completion of this survey. For more information about Peter Ament and this Customer Experience Survey, View the full report.

Let’s talk about you and your goals.

Transform your financial future with a team that truly cares. Surround yourself with advisors who are as invested in your goals as you are, supporting you at every step. It’s time to experience the difference of having a team that puts you first. Let’s build something extraordinary together.

Contact Us

Our Services Include:

Investment Management

Investment management is the strategic process of building and overseeing a tailored portfolio of assets to help clients achieve their financial goals.

Retirement Planning

Retirement planning is the process of creating a roadmap to ensure financial security and peace of mind in your retirement years. Our team works with you to develop personalized strategies, aligning with your savings, investments, and income goals to help you achieve the lifestyle you envision.

Estate Planning

Our team helps you create a comprehensive plan to protect your wealth and provide for your loved ones.

Charitable Giving Strategies

Charitable giving strategies are tailored plans designed to maximize the impact of your philanthropic efforts while aligning with your financial goals. Our team helps you identify tax-efficient methods to support the causes you care about, creating a lasting legacy.

Tax Planning

Tax planning is the proactive approach to managing your finances to minimize tax liabilities and maximize savings.

Wonder if we’re a fit for each other? Let’s find out.

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