The Wise Investor Group Recognized for the Second Year in a Row on the Forbes’ List of Top 250 Wealth Advisors

Share Article

Simon Hamilton and Greg Smith Named Among Top Advisors Nationwide

Simon Hamilton and Greg Smith of The Wise Investor Group at Baird have been named to the Forbes’ 2018 list of America’s Top Wealth Advisors.

Having both Simon and Greg named to this list demonstrates the quality of the team at The Wise Investor Group and their dedication to clients.

The Wise Investor Group at Baird’s Managing Director and Portfolio Manager Simon Hamilton and Managing Director and Financial Planner Greg Smith have been named to the Forbes’ 2018 list of America’s Top Wealth Advisors.

The national Forbes list, developed by SHOOK Research, is based on an extensive evaluation, qualitative factors such as client retention and industry experience, and quantitative data including assets under management. Over 25,000 advisors were nominated this year and the final 250 advisors were published to Forbes based on SHOOK’s extensive research. Hamilton and Smith were nominated, vetted and ranked by SHOOK to be selected among the country’s top wealth advisors.

“Having both Simon and Greg named to this list demonstrates the quality of the team at The Wise Investor Group and their dedication to clients”, said Mike Schroeder, President of Baird Private Wealth Management.

Further validating The Wise Investor Groups’ level of service, members of the team were recognized on the Forbes’ Best-in-State Wealth Advisors list, Barron’s Top 1,200 Financial Advisors and the Financial Times 400 Top Financial Advisors this year.

The Wise Investor Group, which currently manages over $2 billion in client assets, specializes in financial planning, portfolio management and investment analysis for high-net worth individuals. To learn more about The Wise Investor Group and its wealth management services, visit https://thewiseinvestorgroup.com.

About The Wise Investor Group
The Wise Investor Group (http://www.thewiseinvestorgroup.com) at Baird is a full-service investment firm located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the firm follows a disciplined, research-based approach to value-oriented investment. Member SIPC.

Share article on social media or email:

View article via:

Pdf Print