Broker Check

Meet Our Team

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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Catherine Allred

Administrative Assistant

(833) 203-6817

catherine@smithwmgtx.com

Catherine has an extensive background in financial services with more than 20 years of experience. Prior to joining LPL, she was a Senior Registered Associate at Morgan Stanley providing concierge level service to clients. Catherine...

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We believe our teamwork approach with the resources at LPL Financial add a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

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

We 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?

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

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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