The Schutz Perigo Group – Baird Private Wealth Management

09/04/2026

Congratulations to John Schutz for celebrating 40 years at Baird / Hilliard Lyons this week!

We created this video to share some pictures and memories from the past 40 years, as well as some pictures from his childhood...enjoy!

08/27/2026

Congratulations to David Perigo for once again being named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2026! This is David’s 4th consecutive year on the list!

We are proud to celebrate David's recognition and grateful for the leadership, knowledge, and passion he brings to our team every day.

David was recently recognized by Shook Research as a 2026 FORBES Top Next-Gen Wealth Advisors Best-in-State published on 8/11/26. Rankings based on data as of 3/31/26.

More information about the Forbes ranking can be found here: https://www.forbes.com/lists/top-next-gen-advisors/

08/13/2026

Our team is hosting a free webinar covering Social Security planning on September 2nd. This is open to anyone who would benefit from the information so please feel free to forward to your friends and family!

The session will be live so please come with any questions you would like answered, or feel free to send them to our team in advance.

Click here to register: https://forms.cloud.microsoft/r/gZQA5r3L9U

05/29/2026

As our team has grown we decided we needed some new pictures for our website and social media. We even got a couple in our more casual Baird Trust wear! Here's a sneak peak of a few of our favorites!

05/20/2026

John, David, and Felicia just got back from Louisville where they had the opportunity to meet with Baird Trust leadership, portfolio managers, and trust officers who have been such incredible partners for our clients over the years!

John and David were asked to speak to other Baird financial advisors from around the country about how Baird Trust can help with investment management, trust services, estate settlement, and charitable giving. If you or your family would benefit from a discussion on any of those topics, please reach out to a member of our team and we’d be happy to have a conversation.

More information about Baird Trust can be found on our website at: https://schutzperigogroup.bairdwealth.com/baird-trust-b775c

04/30/2026

We were recently recognized by the Indiana 529 Advisor Savings Plan for our commitment to helping families plan, and save, for their educational goals.

529 plans can be a great way for parents and/or grandparents to save for future education expenses. It's a gift that can make a major impact in the lives of your loved ones!

Please reach out to any member of our team if you'd like to learn more about your options.

04/15/2026

We want to send a big congratulations to our very own John Schutz for once again being named the #1 wealth advisor in the state of Indiana by Forbes! This is John's second consecutive year at #1 in the rankings!

John's dedication to our clients and our community for nearly 40 years is what's earned him these awards. He's helped thousands of clients spanning several generations retire comfortably and remain comfortably retired.

Thank you to our clients who trust us to help manage your financial lives. If you are not a client of ours and would like to learn more about our team, please visit our website at https://schutzperigogroup.bairdwealth.com/

To learn more about this award visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

04/01/2026

Congratulations to John Schutz for once again being recognized by Barron’s as one of the top 10 financial advisors in Indiana for 2026.

Click here to view the full listing: https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1

To learn more about John and The Schutz Perigo Group of Baird please visit: https://schutzperigogroup.bairdwealth.com/

02/12/2026

Here’s a great new video about Baird Trust’s flagship investment strategy that we use for the vast majority of our clients. Other videos and resources can be found on our website or by reaching out to any member of our team.

Join Mark Nickel, President of Baird Trust, with Andy Means, CFA®, Director of Equity Investments, and John Watkins, CFA®, Equity Portfolio Manager, as they ...