Striving to take your wealth to new heights


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.

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What an honor

Jeffrey J. Smith, Managing Director – Investments is proud to have been recognized by Forbes on their 2022 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 rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logos.

There’s no better day than this

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.