Our team at The Smith Wealth Management Group places you, the investor, at the center of our wealth management process, all while maintaining a market focus. We truly enjoy helping clients and their families through the difficult financial transitions and the complex considerations that occur in their lives.
Jeffrey J. Smith, Managing Director – Investments is proud to have been recognized by Forbes on their 2019 list of the Best-in-State Next Generation Wealth Advisors, as well as the 2018 list of America’s Top Next-Generation Wealth Advisors. From his perspective, Jeff receives these accolades on behalf of his amazing team and the wonderful clients he’s honored to serve.
The Forbes Best-in-State Next Generation Wealth Advisors and the Forbes America’s Top Next-Generation Wealth Advisors ranking algorithm are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
If you’re interested in learning more about our team and how we can add value to your financial life, we encourage you to give us a call or send us an email today. We can't wait to hear from you.
400 Meridian Centre Blvd, Suite 210
Rochester, NY 14618