Our Firm

TRUST. RESPECT. CARING.

We strive to foster a culture of trust and respect whose primary objective is managing your wealth responsibly and creatively.

Welcome to Smith Wealth Management Group

For more than three decades Joe Smith has served the financial needs of individuals, families and business owners seeking advice and guidance in a caring environment that places their interests first. We look forward to an opportunity to do the same for you, helping you navigate the path toward your financial goals.

How we’re different

Smith Wealth Management Group is a family owned and operated wealth management firm with a focus on providing objective financial guidance from an independent perspective. President and founder, Joe Smith began his career as a financial advisor in 1983, before many Americans were even familiar with the concept of comprehensive financial planning. To Joe, an approach to financial and investment decision-making that begins with planning from a holistic perspective simply makes sense.

Joe understands that even seemingly small financial decisions can have a significant impact on your financial well-being over time. He believes the only way to determine if decisions can help or hinder the long-term goals you have established for yourself, your family or your business is to view them in the context of a comprehensive plan that considers both your short-and long-term objectives.

Multi-generational perspective

Joe strives to bring continuity and consistency to all aspects of financial planning and decision-making. His disciplined process aligns client goals and values for a truly personalized approach to financial management. Joe has a passion for placing client interests first and enhancing the lives of those they touch along the way.

The Smith Wealth Management Group team is proud to work with multiple generations of their clients across more than a dozen states that rely on them for objective advice and guidance on the path to pursuing their life goals.

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