Smith Investment Consultants

Initial & On-Going Discovery

Sitting down with you and your family, we take the time to understand your unique goals, issues, and to learn more about your concerns around your wealth and your life. What are your plans and goals? What are the risks and opportunities most relevant to you? How do you currently address these matters? What should change?

Building A Foundation

Once we begin learning where you are, where you’d like to be and what’s most important to you, we'll begin assembling all of that input into a plan for you. We’ll collaborate with you and your other tax and legal advisors to consider your values, tax and estate issues, risk factors or special needs unique to you to develop a well-thought-out plan that will help you navigate the next chapters of your life.

Advanced Planning

Going well beyond investments, we'll help you take deliberate steps to address your most pressing concerns. Advanced planning helps you address areas such as business succession or charitable giving plans or helping you facilitate family meetings to prepare your loved ones for potential inheritance. All of this is done to help you accomplish what's most important to you.

Supporting philanthropic organizations is not only beneficial for our communities, it often reduces our income tax liability. Learn more here. 

If you have a secure job, sufficient down payment and can maintain your rainy-day fund, this low interest environment may be a good time to step into a home purchase. Learn more here.