Adding Value to Lives, Providing Guidance
for Your Future, It’s More Than Money
Since 1988 Smith Partners Wealth Management has been a fee-only practice of experienced investment professionals specializing in comprehensive financial planning and investment management. We serve our clients as their trusted fiduciaries and valued financial partner. Whether you are thinking about a general plan to build wealth, a mid-life career move, retirement, education for your children or grandchildren, we can help.
What Makes Smith Partners Wealth Management Different
Your Financial Partner, Throughout Every Stage of Life
Fiduciary
Since 1989, Smith Partners Wealth Management has upheld the fiduciary duty that all Registered Investment Advisors are required to follow, acting in our clients’ best interests, providing objective advice, and managing conflicts of interest through transparent disclosure and thoughtful oversight. For us, being a fiduciary isn’t just a legal obligation; it’s a core principle that influences every client relationship.
Intentional
At Smith Partners Wealth Management, we believe that clarity and purpose are fundamental to financial success. That’s why we take the time to understand what matters most to each client—their values, goals, and vision. From investment strategies to legacy planning, every recommendation is carefully considered, based on a long-term perspective, and tailored to your unique financial situation.
Fee-Only
We are compensated solely through advisory fees paid by our clients. We do not earn commissions, product-based commissions, or third-party referral fees. We believe this fee-only approach enhances transparency and enables us to prioritize our clients’ best interests. Please refer to our Form ADV Part 2A, Item 5 Fees and Compensation for more details.
What Makes a Great Fit Client?
For Many Advisors, this Question Comes Down to Account Size and “Minimums”
While we’ve found we work best with clients who have at least $500,000 in investable assets, experience has shown that persons with the following traits and characteristics have a high probability of being great-fit, long-term clients:
FORWARD THINKING
You want a financial partner for the long haul. The details of your life, your goals, aspirations and even your mistakes are primary threads in the fabric of our relationship.
COOPERATIVE
You let us become your primary point of contact for all of your financial needs, and trust us to work collaboratively with your other professionals in finance, legal, tax and insurance.
INTENTIONAL
You are thoughtful and grounded in the importance of both financial planning and investment management. You know life is a marathon, not sprint.
RATIONAL
You lean toward simplicity and see the value in low cost, long-term index investing. You shun “hot stock tips” and see little value in trying to time the market.
GENEROUS
You believe your money’s purpose is to enable you to pursue your life’s mission and to invest in the people, beliefs and causes that matter most.
ASPIRING
If you are nearer the earlier stages of investing, you are a high saver and want help on the way to accumulating wealth.
FOCUSED
You are drawn to an advisor for their knowledge, compassion, analysis and deliberate intentions to help you lead your best life.
Customized Wealth Management Solutions
Comprehensive Financial Planning
Our heavily analytical approach encompasses not only the financial, but also the emotional and behavioral impacts at every stage of life. We help clients discover what they’re passionate about and align their financial wealth and income stream with what matters most.
Investment Management
With no products to sell or bias in our investment choices, we create a customized, tax efficient, low-cost portfolio tuned to the risk tolerance and financial needs of our clients. Our portfolios are managed by a team with decades of experience and the credentials that meet the highest industry standards.
Cash Flow Analysis
Income and expense evaluation plays a critical role in financial planning, however, most budgeting conversations stop at “where” money should be spent. At Smith Partners Wealth Management we think the “why” of spending is much more important.
Charitable Planning
Our happiest clients give their time and money away to things and the people they are passionate about. We facilitate tax efficient charitable giving to maximize the impact of gifts over generations.
Insurance & Risk Analysis
As fee-only advisors, we are able to lead the insurance conversation and recommend the best options for you without the conflict of selling anything. Our only goal is to address the needs present; not to sell a product.
Legal & Tax Collaboration
Whether we are simply a second set of ears in the estate planning process or if we’re working directly with a client’s CPA, our welcomed collaborative approach with other multi-disciplinary professionals is designed to give more to our clients.
A Wealth of Experience & Guidance
Here to Help Guide You on How to Achieve Your Personal Wealth Goals
Jonathan Smith
Justin Smith, CFA, CFP®
Anne Flegal Smith
Take a look into Smith Partners Wealth Management
Giving Back Never Felt So Good
Personal Wealth is More than Budgets & Finances
Whether it’s giving back to the community or helping our clients do the same, giving is at the heart of Smith Partners Wealth Management.
It's More Than Money
Opinions & Commentaries on Finances, Life and Everything In Between
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This most recent quarter and the Tariff announcements immediately afterward (which we detailed in our Tariffs and a Declaration of Parental Independence blog post here) reminded investors that markets don’t move in straight lines. After a strong end to 2024, stocks stumbled out of the gate this year. The S&P 500 declined -4.3% as interest…