Author: Jonathan and Anne Smith

Jonathan listens for what’s important, looks for what hinders success and comes up with techniques to remove threats to sustainability. He likes to say that sculptors do something similar; they start with a block of granite, take away what isn’t supposed to be there and presently the statue comes into view. Anne joined Smith Partners Wealth Management in 1988 just to help out with whatever the company needed but predictably, soon she became interested in our clients and how she could be part of the team to help them.