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 Winners2019 Senior Members of Baird's Qualified Plan Consulting Group
Director | Private Wealth Management
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...
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...
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...
Senior Client Specialist
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...
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...