TRUST. RESPECT. CARING.
I 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 TX, LLC
For more than 15 years I have served the financial needs of individuals, families and business owners seeking advice and guidance in a caring environment that places their interests first. I look forward to an opportunity to do the same for you, helping you navigate the path to your financial goals.
How I'm different
Smith Wealth Management Group TX, LLC is a family owned and operated wealth management firm with a focus on providing objective financial guidance from an independent perspective. Before founding Smith Wealth Management Group TX, LLC, I began my career as a financial advisor in 2000, working alongside my father who has worked in the industry for over 30 years. I believe a holistic approach to financial and investment decision-making simply makes sense.
I understand that even seemingly small financial decisions can have a significant impact on your financial well-being over time. I believe the only way to determine if decisions will 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.
I strive to bring continuity and consistency to all aspects of financial planning and decision-making. My disciplined process seeks to align client goals and values for a truly personalized approach to financial management. I have a passion for placing client interests first and enhancing the lives of those I work with along the way.
At Smith Wealth Management Group TX, LLC, I am proud to work with multiple generations of clients across several states that rely on me for objective advice and guidance on the path to pursuing their life goals.