Anchored in trust. Built for what comes next.
As trusted partners, we help a select group of families and business owners make clear, confident decisions about their wealth, so it supports the life they want today and the people they care about for generations to come.
About Our Team
Mark Smith, Senior Vice President – Investments, PIM® Portfolio Manager leads our investment management, drawing on years of experience building and overseeing portfolios for affluent families and individuals. Anthony Greier, Senior Financial Advisor, Managing Director - Investments guides the planning side of every relationship, bringing the CERTIFIED FINANCIAL PLANNER™ designation to questions of retirement, estate, and long-term strategy. Antony Brunetto, Senior Registered Client Associate anchors the service and operations that keep everything running, so the details are handled and nothing falls through the cracks.
We work with a limited number of relationships on purpose. It is the only way to give each one the attention it deserves.
Our Values
Anchored in trust
Markets move and life changes, but the relationship stays steady. We are the constant our clients can plan around.Disciplined and consistent
We bring structure and attention to detail to everything we do, pairing active portfolio management with steady, reliable service.Planning first
We start by understanding your full picture before we recommend anything. Strategy follows the plan, not the other way around.Rooted in relationships
We are driven by the people we serve, guiding families with care and continuity across generations.Our Process
Before any recommendation, we want the full picture: your assets, your obligations, what is going well, and what is keeping you up at night.
That picture becomes a written plan where goals get specific, from retirement income to estate and charitable intentions.
With the plan as our guide, we build and manage a portfolio aligned to your objectives, time horizon, and comfort with risk.
Life changes and markets move. We meet regularly to review progress, adjust as needed, and keep you informed the whole way through.
What to Expect, and What We Ask of You
- Clear, jargon-free communication and answers you can actually use.
- A team that knows your situation, so you never start over with a stranger.
- Proactive outreach rather than silence between meetings.
- Honest guidance, including the times the right answer is to wait.
What we ask of you
- Candor about your full financial picture, since the quality of our advice depends on it.
- A heads-up when your life or priorities change.
- Real engagement in the planning conversations, even the ones that are easy to put off.
- A long-term mindset, so we can decide with patience instead of reacting to short-term noise.
Smith & Greier Group of Wells Fargo Advisors
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you