Simplify your financial life

We will empower you with the freedom to focus on what matters most in your life.

Leave a Lasting Legacy

At Smith Wealth Management Group TX, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

our firm

As an independent firm, we are committed to offering complete personalized advice.

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our services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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our approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Some Videos You May Enjoy

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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RESOURCES

Our goal is to guide you to financial freedom. These resources are curated by our team to provide valuable and easily digestible information

ARTICLES

Useful articles to better your understanding of your own financial position

CALCULATORS

Simplify complex financial choices with these calculation tools.

VIDEOS

Brief, information-packed videos

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

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"Trust is like the air we breathe. When it’s present, nobody really notices; when it’s absent, everybody notices.”

– Warren Buffett

“Plans are useless, but planning is indispensable.”

– Dwight D. Eisenhower

“Out of clutter, find simplicity. From discord, find harmony. In the middle of difficulty lies opportunity.”

– Albert Einstein

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.