The Smith Wealth Management Group was begun over 30 years ago by R.T. Smith following his retirement from the U.S. Army. He believed that a capable, dependable, and principled team of financial advisors can make a positive difference in the lives of clients for generations. Strategic focus, attention to detail, and a desire to help people are the guiding principles that R.T. put in place that continue to be the foundation of what we do. Our team oversees and coordinates the affairs of a select group of families, business owners, and professionals across the country. Whatever your personal goals may be, we will work closely with you to help you connect your finances to what is most important in your life.
We tailor each financial strategy to match our clients' goals, needs, and emotional tolerance for risk. But we believe deep understanding comes first--of the individual, of their family, their work, and their full financial picture. This lets us act not just reactively, but proactively. While markets move daily, we help investors focus on the bigger picture. Over the years, we've taken great joy and pride in helping families build stronger, more confident relationships with their money.
CFP®, CLU®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
