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. 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 licences 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. This 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.