Team Page - Smith Wealth Management Group

Meet Nick

Nick Smith

Financial Consultant

(512) 597-8068

As founder of Smith Wealth Management Group TX, with more than 20 years of experience as a financial advisor, Nick understands that most people are not sure if they are on the right track financially. Our P23 Process helps put together all the pieces of your financial puzzle, allowing you to pursue and aim to maintain a work-optional lifestyle.

Nick holds his FINRA Series 7 and 66 securities registrations through LPL Financial and holds his insurance licenses in multiple states. As an independent financial advisor and fee-based planner, Nick is best suited for retirees, successful professionals, and business owners that are looking for a Personal CFO type of relationship, allowing them to focus on the things that truly matter.

After attending college in California at California State University, Northridge, he married his high school sweetheart, Chrystal, and they moved to Austin, TX in 2007. The Smiths are so blessed to be raising their four children, Blake, Brayden, Ryder, and Carla in the scenic Texas hill country.

Nick places great emphasis on family values and especially gratitude, both for his own family and in serving his clients and community. As a member of Austin Ridge Bible Church, he is active in the Men's Ministry and community outreach programs. Nick is on the board of a local non-profit, Foster Village, that he and his wife founded in 2016. Nick enjoys spending time coaching his children's sports teams, reading, and traveling with his family.

Call today to set up your complimentary FIT Meeting... (512) 615-3597.

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.

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.