Smith & Ballance Group

Headquartered in Alpharetta, GA, The Smith & Ballance Group has separated itself by providing customized advice and guidance to affluent families, business owners and corporate executives.

We are a seven member team that is continulously learning, growing and evolving, as the market changes. We are persistent in our focus on risk-adjusted performance relative to a client's short and long-term goals. We provide empathy and dexterity to clients' wealth management that we feel is elite.

We operate as a cohesive unit inside a global firm offering a variety of services:

• Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and short-term. Depending on your allocation and risk tolerance, we customize a portfolio that is aligned to your needs. We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.

• Investment Advisory Services – Have a clear understanding of your financial needs and help ensure your lifestyle is never disturbed. The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mix

• Banking – Provide access to credit and balance sheet management including mortgages, credit cards, and basic banking through Bank of America.

• Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them.

• Friend – We are committed to making a positive impact on a daily basis. We will be here in the toughest of times and to celebrate of extraordinary accomplishments in your life. Our goal is to make you feel at ease with your financial now, along with your financial future.