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Client Centered

The Smith & Colangelo Group designs, implements and monitors financial and retirement plans for high-net-worth families, corporations, institutions and non-profits.

Our comprehensive wealth management process enables us to develop a full understanding of your financial needs, aspirations and preferences. We will use this information to provide recommendations designed to help you achieve both your short and long-term goals. We focus on highly customized, results-oriented wealth management services for our clients.

Contact us today to explore a partnership.

2016 Kasten Private Wealth Management Award Winners
2019 Senior Members of Baird's Qualified Plan Consulting Group

2024 The Smith & Colangelo Group was recently recognized by Forbes/SHOOK Research as a 2024 Best In State Wealth Management Team - Published on January 9, 2024. Rankings based on data as of March 31, 2023.

https://www.forbes.com/lists/wealth-management-teams-best-in-state/?sh=4198616f76f2

Michael O. Smith, QPFC, CFP®

Director | Private Wealth Management

513-758-8417

513-758-8401

msmith@rwbaird.com

Michael is a seasoned financial advisor with over 25 years of experience. He holds the belief that disciplined planning and prudent stewardship are key to making good financial decisions. Education and Designations Bachelor’s...

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Gino P. Colangelo, CMFC®

Director | Private Wealth Management

513-758-8442

513-758-8401

gcolangelo@rwbaird.com

As a Director with Baird, Gino is a qualified financial advisor who has over 25 years experience providing financial planning strategies and investment analyses to individuals and foundations. Gino creates a tailored comprehensive...

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Michael Vassar, CFP®

Financial Advisor

513-758-8441

mvassar@rwbaird.com

Michael is a financial advisor with over 8 years of experience providing financial planning and investment management to families and institutions. He believes in partnering with clients to craft a customized plan that helps them...

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Christina Yards

Senior Client Specialist

513-758-8423

513-758-8401

cyards@rwbaird.com

Christina Yards joined Baird in October 2015 as a Client Assistant, and joined The Smith & Colangelo Group in January 2017. Christina provides exceptional client service in all operational functions of the team. Education...

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Christy Virgin

Client Assistant

513-758-8431

513-758-8401

cvirgin@rwbaird.com

Christy Virgin joined Baird in 2001 and began working with the Deutsch, Smith & Colangelo Group in September 2015 as a Client Assistant. Christy provides support in all operational aspects, both with the team and with clients....
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Joseph Voight

Client Specialist

513-758-8443

513-758-8401

jvoight@rwbaird.com

Joseph Voight joined Baird and The Smith, & Colangelo Group in 2022 as a client assistant. Joseph facilitates client services and operations within the team. Education Graduate of the University of Wisconsin – La Crosse...

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Jaleigh White

Managing Director of Baird Family Wealth

502-588-8660

jwhite@rwbaird.com

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