Home | Smith Asset Management, Inc.

Tailored to You

We take a personalized approach to your wealth management needs.

Learn More

Wealth Management & Retirement Planning

We’re here for you, offering advice and support throughout life’s milestones.

Learn More

You Maintain Control

You are involved in investment decisions and are always in control of your assets.

Learn More

Clients Are Our Top Priority

We enjoy working with our clients and are proud of a long history of honesty, integrity, and supporting our client’s financial goals.

Learn More

Invest Wisely, Enjoy Life

Simply stated, our mission is to help you invest your money wisely so that you can experience joy in your life and pursue your dreams without undue worry about money.

Contact Us

Why Work With Us?

We are honest and independent, we know investments, and our fees are competitive.

What We Do

We identify what you want, develop a plan of how you can get there, and then take action to get it done.

We Are Your Partner

Over your lifetime, you pass through three separate investment phases. We guide you through each step of the journey.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Learn More

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Learn More

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Learn More

Get Financial News & Updates Delivered to Your Inbox

Name

Email

Address

Thank you!

Oops!