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Guiding Our Family of Clients Toward Financial Independence

At Smith Wealth Management Group TX, we are a full-service retirement and financial planning firm. We recognize after many years in this industry, we are truly about guiding our clients along their unique financial path. We understand that life changes and needs evolve over time, and new strategies may need to be implemented to achieve and maintain a work-optional lifestyle.

Smith Wealth Management Group TX is powered by the P23 Process

Discovery

Where are you currently? What do you want to accomplish? What's important to you?

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Design

Learn how you pursue your goals, find out which services best fit your needs,and create a customized financial plan

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Deploy

Implementing your financial plan
Product and risk assessment and fit
Ongoing, continuous service
Building a lasting relationship

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Meet Nick

Nick Smith

Financial Consultant

(512) 615-3597

(512) 597-8068

nick@smithwmgtx.com

As founder of Smith Wealth Management Group TX, with more than 18 years of experience as a financial advisor, Nick understands that most people are not sure if they are on the right track financially.

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