The David Robertson Smith Group

For over three decades, the diverse circle of successful people we have been proud to call our clients and our friends has grown to include business owners, individuals in the oil and gas industry, retirees, and multiple generations of families around the country. Supportive and insightful, we help clients anticipate what's ahead so that they can plan for the impact of major milestones and transitions, such as marriage, divorce, death of a loved one, or a career transition. Our clients become an extension of our professional family, and we enjoy hosting quarterly "family reunion" luncheons, savoring the opportunity to meet face to face, sharing market updates, and staying apprised of changes in your life.

Our view of wealth management is somewhat like a jigsaw puzzle. We believe that to have a complete view, you need to see the picture on the top of the puzzle box. Until you have all the pieces in place, how can you know the right mix of stocks, bonds, and cash for your portfolio? We can help you identify which pieces are missing and work together to help you make the picture of your financial life that much clearer. And since we don't believe in "set it and forget it" strategies, we'll be there throughout your journey to incorporate any changes along the way.