The Schwarz Group - Baird Private Wealth Management

01/16/2025

Baird is pleased to announce that The Schwarz Group has been recognized by Forbes/SHOOK Research as a 2025 Best-In-State Wealth Management Team.

This recognition is awarded to teams who demonstrate commitment in providing clients with the highest level of service.

The team focuses on improving the lives of their clients and their families by providing attentive financial service and customer care.

The Schwarz Group’s commitment to Baird’s client-first philosophy, teamwork and service earned them this best-in-class recognition. Please join us in congratulating the team on this tremendous achievement.

2025 FORBES/SHOOK Research Best In State Wealth Management Teams. Published 1/9/2025. Rankings based on data as of 3/31/24.

09/30/2023

It’s Shred Day!!! Come on out- coffee and donuts available. Event ends at noon. 🤗

09/07/2023

We are excited to announce the first Baird sponsored Shred Event!
Iron Mountain will be at our Easton branch Saturday, September 30th from 8AM – 12PM. All paper items will be emptied into a shred truck and destroyed.

Where:
Our Easton office parking lot
4215 Worth Avenue
Columbus, OH 43219

When:
Saturday, September 30th
8AM – 12PM

What:
Please review the attached list for documents that can be shredded. See comments section.

Details:
This is a drive-through event, Baird volunteers will be present to help unload documents from your car.

Shredding is complimentary. Coffee and donuts will be provided.

Friends and family members are also welcome!

05/16/2023

Great morning spent volunteering at the Ronald McDonald House of Central Ohio! We are incredibly fortunate to have such a wonderful facility in our community serving so many families from around the world.

12/12/2022

Life's twists and turns don't stop just because you're retired. A little planning could give you the financial flexibility you need to take on whatever comes your way. https://bit.ly/3FnH348

11/28/2022

We're so thankful for the amazing women who helped shape Baird’s history. They have led with passion, vision and wisdom. These traits are shared by women at all levels of the firm. Together we serve the financial needs of an ever-increasing number of women clients whose unique definitions of success and personal visions for the future give us purpose. Today and everyday, we celebrate your stories. https://bit.ly/3XCFuHN

11/24/2022

At Baird we’re grateful for the camaraderie of our colleagues, our families and friends, and the opportunity to serve our clients throughout their lives. We hope you enjoy a happy Thanksgiving together!

11/21/2022

Recording Available: Baird Wealth Strategies - Year-End Tax Planning

This presentation summarizes the 2022 changes to tax law, and looks ahead to legislation that could be enacted after the midterm elections in November. It a...

11/14/2022

Retirement isn't just about you - it's also about the people who rely on you for support, and those you'd turn to if you needed care. Now is the time to get them involved. https://hearsay.social/3E77Voh

11/11/2022

Happy Veterans Day to all those who have served and who continue to serve. We are grateful for your service and sacrifice.

11/03/2022

Contact us if you’d like to discuss any of these strategies before year end.

2022 Update

10/31/2022

We believe providing the best service to our clients starts with hiring the best associates. We invite you to learn more about Stephanie Warren and her role as Chief Operating Officer for Fixed Income Capital Markets, the best advice she's ever received and she balances work/life responsibilities. https://hearsay.social/3fhU0Ua