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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. > Meet the team |
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.
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.
LifeSync
Wells Fargo Advisors' newest resource is LifeSync, a comprehensive, ongoing advice and planning experience that brings together what you want in life with the ability to sync with your values and aspirations. It creates a personal path for you and helps you make more informed financial decisions.
The value of LifeSync
Uncover your values, going beyond just dollars and cents, and explores the human side of what you're trying to accomplish
Helps to answer the questions that pertain to the things most important to you and then make informed decisions that are completely aligned with your values and goals
Provides bespoke guidance in a variety of specialized areas tied to the most important moments in your life
Exploration
Examines multiple scenarios and outcomes based on your individual circumstances at that moment in time
As life continues to change, so does LifeSync, revisiting the plan to address your ever-evolving needs
As life continues to change, so does LifeSync, revisiting the plan to address your ever-evolving needs
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.