I established Smith Wealth Advisors as a platform for providing every one of our clients with the kind of personal service one expects from a large wealth management firm. For over 20 years, I have advised clients on every aspect of their financial management with the goal of guiding them towards achieving their financial goals and ultimately, living the future they intended.
During the last 20 years I have advised my clients through both growth economies and periods of economic uncertainty producing a solid track record of positive growth.
Our personal approach offers you the same advantages of working with a large firm but with the kind of personal attention, customized individual business, and institutional service you deserve.
Smith Wealth Advisors team offers over 20 years of experience administering assets in excess of $70 million.
Smith Wealth Advisors works closely with TD Ameritrade to provide our clients with professional analytics and a host of sophisticated research tools. We are proud of our relationship with TD Ameritrade, ranked #1 in 2015 for Customer Service and Education by Barron’s.