The Smith Colangelo & Vassar Group creates, executes, and oversees financial and retirement plans for affluent 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
2025 The Smith & Colangelo Group was recently recognized by Forbes/SHOOK Research as a 2025 Best In State Wealth Management Team - Published on January 9, 2025. Rankings based on data as of March 31, 2024.
https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Our Team
Our Baird Team
Andy McKay
Business Owner Solutions
Jaleigh White
Managing Director of Baird Family Wealth
Laurence Kluth
Equity Compensation Planning
Leo Whitt
Business Owner Solutions
Robert Robes
Wealth Strategist
Scott Grenier
Manager of Estate Planning
Tim Steffen
Director of Tax Planning
Will Hobson
Trust Strategist