The Vitale Group - Baird Private Wealth Management

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The Vitale Group - Baird Private Wealth Management Our goal is to guide our clients through the process of building and preserving wealth so that they Baird & Co.

Securities and Investment advisory services are offered by Robert W. Incorporated, a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Please visit my Baird website or rwbaird.com for additional disclosures.

A great opportunity to hear from Mr. John Taft, Vice Chair of Baird!
10/01/2026

A great opportunity to hear from Mr. John Taft, Vice Chair of Baird!

This week we celebrated Shannon's birthday, Dolly Style! 🦋 💕 We had so much fun decorating our tiny Dolly cakes as "9 t...
09/18/2026

This week we celebrated Shannon's birthday, Dolly Style! 🦋 💕

We had so much fun decorating our tiny Dolly cakes as "9 to 5" was playing in the background. A great theme for someone who loved Dolly and shares so many of the qualities that made her so special.

Happy birthday, Shannon! Thank you for all you do and for being such an incredible leader, mentor, and friend!

This morning in our office meeting, we found ourselves talking about where we each were on September 11, 2001, a day we’...
09/11/2026

This morning in our office meeting, we found ourselves talking about where we each were on September 11, 2001, a day we’ll never forget.

So many years later, the memories are still vivid, and the significance of that day remains with us. Today, we remember those who lost their lives, those who served and sacrificed, and the incredible resilience and unity that followed.

Sharing a few photos from our own trips to New York over the years. 🇺🇸

It's that time of year again!What: Baird Annual Shred EventWhere: 360 8th Ave, Ste 211 Bowling Green,...
08/14/2026

It's that time of year again!

What: Baird Annual Shred Event

Where: 360 8th Ave, Ste 211
Bowling Green, KY

When: August 17-21 & 24-28
8:00am - 4:00pm

Clients are invited to stop by to safely and securely dispose of your confidential documents. Please feel free to invite family members or friends who may also benefit from this service.

Some people deserve one birthday celebration, but if you’re as awesome as Gena Kirby Gooding you deserve TWO. 🎉From keep...
08/10/2026

Some people deserve one birthday celebration, but if you’re as awesome as Gena Kirby Gooding you deserve TWO. 🎉

From keeping us laughing throughout the day to making tax return reviews feel a whole lot less intimidating for our clients, she somehow does it all with the greatest attention to detail!

We're grateful to have you on our team and lucky to call you a coworker and friend. Happy Birthday!! We hope you have the best year🤩

Last week, The Vitale Group and our families celebrated "Christmas in July" with a wonderful evening together in the Bro...
08/06/2026

Last week, The Vitale Group and our families celebrated "Christmas in July" with a wonderful evening together in the Broadbent Room at Hickory & Oak. 🎄❤️

A huge thank you to our outstanding summer interns- Eli Carter, Cooper Reynolds, and Addie Chumley- who planned and coordinated the entire event. They did an incredible job!

We’re excited that Eli and Addie will be staying on with us this fall, and while we’ll miss Cooper as he heads back to the University of Georgia for his senior year, we’re grateful for all he contributed this summer and can’t wait to see what the future holds for him.

As always, Josh and the team at Hickory & Oak knocked it out of the park with an amazing meal and Deemer's Flowers provided the festive decor. It was the perfect way to celebrate a great summer, great memories, and even better people. Merry Christmas in July! 🎅🎁

Help us wish our very own, Monica Patterson Taylor, a very happy birthday! Monica - Thank you for taking care of us and ...
07/02/2026

Help us wish our very own, Monica Patterson Taylor, a very happy birthday! Monica - Thank you for taking care of us and our clients so well! Enjoy your special day. 🎂 🥧

Happy Father’s Day to all the amazing dads, grandfathers, and father figures out there!Your hard work and dedication nev...
06/21/2026

Happy Father’s Day to all the amazing dads, grandfathers, and father figures out there!
Your hard work and dedication never go unnoticed. Enjoy your day and time with those who matter most —you’ve earned it!🛠️👨‍💼🍺

In observance of Juneteenth National Independence Day, our office will be closed on Friday, June 19th.We will reopen at ...
06/19/2026

In observance of Juneteenth National Independence Day, our office will be closed on Friday, June 19th.

We will reopen at our regularly scheduled time the morning of Monday, June 22nd We are grateful for your continued trust and appreciate our relationship.

Despite the heat, this year's Client Appreciation Picnic may have been the best one yet! Thanks to our awesome vendors a...
06/12/2026

Despite the heat, this year's Client Appreciation Picnic may have been the best one yet! Thanks to our awesome vendors and to all our clients who came and enjoyed great music, wonderful food, and fun for kids of all ages! We look forward to seeing you all again next year.

Address

360 8th Avenue, Suite 211
Bowling Green, KY
42101

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+12707811691

Website

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