At Smith Investment Consultants, we offer a range of investment consulting services to help our clients build legacies, increase their wealth, and preserve their assets. Some of the services we provide include investment planning, portfolio management, risk management, retirement planning, estate planning, and tax planning.

We establish collaborative and enduring relationships with our clients, which allow us to understand their unique needs, goals, and risk tolerance. By doing so, we can tailor our services to each client's individual situation and develop a customized investment strategy that aligns with their objectives.

At Smith Investment Consultants, we pride ourselves on offering independent advice that is free from conflicts of interest. We are a fiduciary, which means we are legally obligated to act in our clients' best interests at all times. We also have a team of experienced investment professionals who are dedicated to providing exceptional service and delivering long-term results.

We measure success by the success of our clients. Our goal is to help our clients achieve their financial objectives, whether that means growing their wealth, preserving their assets, or achieving a specific financial goal. We monitor our clients' portfolios regularly and make adjustments as necessary to ensure they are on track to meet their goals.

To get started with Smith Investment Consultants, simply give us a call or fill out our online contact form. We will schedule a meeting to discuss your financial goals, risk tolerance, and investment preferences. From there, we will work with you to develop a customized investment strategy that aligns with your objectives.