The Deutsch, 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
Senior Vice President | Private Wealth Management
Carl is an experienced Advisor at Baird, serving clients for over 30 years. His interest in customized, long-term investing has helped multi-generational families with their planning and investment goals. Education Graduated from The...
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...