Broker Check

Columbus Location

4215 Worth Avenue,

Suite 200
Columbus, OH 43219
Ultimately Delivering Peace of Mind
Knowing Your Wealth is Being Preserved for the Future of Your Family

Meet the Team
Our Firm

Our Firm

Baird's private employee ownership delivers a cultural difference.



At all levels, we expect the client to immediately feel the compassion we have for our clients, the care that goes into the results we deliver and the passion we have for the work we do.  As shareholders of a client first company, our interests are perfectly aligned and we understand that the company will succeed only if the client does.   


We pride ourselves in our responsiveness and accountability.  When you call the office, you will almost always be answered by one of The Perrini Cain Group members who will do our best to address your need or concern immediately.  Both our Operations and Customer Service teams are based in the US Midwest and have the same passion to deliver timely results.  


Baird acknowledges that each client has a unique situation, thus we do not deliver pre-packaged solutions for our clients.  With our deep team of resources and experts, you can be confident to receive an individually tailored solution to your particular situation.  


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Our Practice

Our Practice

Wealth Preservation is not an accident and Wealth Transitions don't happen spontaneously.  Both are planned. 


The Perrini Cain Group has the knowledge and experience to help prepare our clients for the transition from early wealth creation needs to sustained accumulation strategies and ultimately multi-generational wealth preservation. 

 

We are a Family Wealth Services Team.  This exclusive designation allows us to partner with the necessary scope of experts to meet the needs of families with multi-generational wealth preservation. 

 

We see this process as an opportunity to not only fulfill your vision but also your legacy. 

 

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Our Difference

Our Difference

Considerable wealth precipitates complexity - you need a Wealth Champion


We build relationships rooted in trust and expertise, so you become confident with us advising on the distinctive issues and objectives of your family. This deep understanding of the family, positions us at the center of your advisory network.

We tailor our approach to each individual situation.  We Build, Preserve and Transfer Wealth by managing the assets, developing the plan and maneuvering with change.  Thus, we are beyond consulting and fully accountable.

As the actual Discretionary Portfolio Manager, we are in a unique position to bring total accountability and extensive investment experience directly to the client by constructing proprietary, quality driven, time tested portfolios.  

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Relevant Resources

Current Market Update<br/><br/>

Current Market Update

Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans.

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Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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