Broker Check

Strategic Partners

We take pride in providing our clients with superior investment management and retirement planning services. But we also know there are times when issues outside of our expertise arise. When they do, we welcome the opportunity to consult with our client’s other independent professionals or with our network of strategic partners.

With Smith Asset Management working alongside a team of experts, our clients benefit from the strength of coordinated efforts to favorably resolve many financial issues clients might face.

Client Centered

Our Strategic Partners include:

  • Attorney
    • Estate Planning
    • Wills and Trusts

  • Insurance
    • Personal Lines
    • Property and Casualty

  • Real Estate
    • Mortgages and Refinancing
    • Buying and Selling Agents

  • CPA
    • Tax Preparation
    • Tax Planning

  • Retirement Plan Administration

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