The Simon Group - Baird Private Wealth Management

The Simon Group - Baird Private Wealth Management Tailored financial planning for retirees, executives, entrepreneurs, and professional athletes.

In The Trenches is a video series created by The Simon Group that spotlights inspiring members of our community in Weste...
04/20/2026

In The Trenches is a video series created by The Simon Group that spotlights inspiring members of our community in Western Pennsylvania, offering thoughtful insight and engaging storytelling for our clients, friends, and families.

In this episode, we sit down with Kirk Vogel, owner of The Walnut Grill and other beloved Pittsburgh-area restaurants. Kirk reflects on his path as an entrepreneur, sharing real-world lessons and leadership insights that resonate far beyond the restaurant industry.

We sat down with Kirk Vogel, owner of The Walnut Grill and other beloved Pittsburgh-area restaurants. Kirk reflects on his path as an entrepreneur, sharing real-world lessons and leadership insights that resonate far beyond the restaurant industry.

12/16/2025

Merry Christmas and Happy Holidays from The Simon Group! May your season be filled with peace, joy, and time with those who matter most.

10/09/2025

At The Simon Group, family always comes first — on and off the field. What an unforgettable week cheering on Jonah and the Tigers. One more win to move on to the ALCS!

06/23/2025

Baird Gives Back Week is a reminder of what makes this company special. There’s something powerful about a company that doesn’t just talk about community—it shows up for it. BGB is more than just a tradition—it’s a reflection of our values. Hundreds of our teammates rolled up their sleeves across Pittsburgh to give back and support the communities we live and work in. We’re proud to be part of a company that leads with heart.

06/09/2025

With your generosity, we raised over $30,000 to support those living with ALS in Western Pennsylvania.
Thank you to all the donors, players, and supporters who made it an unforgettable day.
Already counting down to next year!

In this episode of In The Trenches, we speak with Gene Natali. Gene founded the company Troutwood out of Carnegie Mellon...
04/01/2025

In this episode of In The Trenches, we speak with Gene Natali. Gene founded the company Troutwood out of Carnegie Mellon University’s Swartz Center in 2019. Gene shares eight great nuggets of wisdom that not only helped him start and run his own business but also serve as valuable life advice.

In this episode of In The Trenches, we speak with Gene Natali. Gene shares eight great nuggets of wisdom that not only helped him start and run his own business but also serve as valuable life advice.

Kicking off 2025 with gratitude as our team is honored as a 2025 FORBES | SHOOK Research Best-in-State Wealth Management...
01/09/2025

Kicking off 2025 with gratitude as our team is honored as a 2025 FORBES | SHOOK Research Best-in-State Wealth Management Team, a reflection of the hard work, collaboration, and dedication that continues to drive us forward.

12/12/2024

2024 has been a blessed year for every one of us in The Simon Group. All of us, along with our spouses, wish you a very Merry Christmas and the happiest of holidays!

11/04/2024

Our work is very important to us at The Simon Group, but family is everything! Jay's son has been excelling with the Detroit Tigers and we love supporting him. We already cannot wait to see how they do in the 2025 season.

10/18/2024

We're excited to share a new video featuring The Simon Group of Baird team! Over the summer, we welcomed Amy Panazzi to the Baird family and she has been a fantastic addition.

This video gives a glimpse into who we are and how we support our clients each day. Thank you for your continued trust and partnership!

Address

12570 Perry Highway, Suite 100
Wexford, PA
15090

Opening Hours

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

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