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Team

I believe my teamwork approach with the resources at LPL Financial adds a broader perspective to all I do and provides increased benefits to my clients.

I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Divorce Financial Planning

I also can address your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What options are available for college savings?
  • What are the elements of a comprehensive estate strategy?
  • Do I have enough life insurance for my family?

I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.

 

Nick Smith, CDFA®

 

Financial Consultant

(512) 567-5820

(512) 597-8068

nick@smithwmgtx.com

After 15 years as a Financial Advisor, Nick Smith founded Smith Wealth Management Group TX, LLC in 2015. He is a Financial Consultant with this independent financial planning firm, with planning offered through LPL Financial, 

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