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Financial Services for Families,
Institutions, Individuals & Employers

Replace Being Herded with Being Heard.

People at the top of their field rarely get there by going at it alone. Each one of our client relationships is incredibly unique. Whether you’re a family, institution, individual or employer we understand your situation and are here to provide confidence and assurance in your financial life.


What We Do

Exceeding Your Expectations

Strategic Planning Session

We examine what organizations are doing to stay relevant and competitive in this fast-paced world, and which ones are doing it best. We then strategize using smart tools and global resources in order to understand the implications of every choice our clients can make. Get in touch to learn more about how this service can help you.

Business Meeting

Branding & Positioning Analysis

With years of experience, our staff has the capabilities and expertise to take your business to the next level. At SmithCoConsulting, we combine our insights and skills to transform your processes and strategies, and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their business.


Introductory Consultation

Looking to develop your business but not sure where to turn? Need help planning or executing your next project? Let us guide you. Any organization can move forward with small incremental changes, but building for the future in today’s rapidly evolving environment means taking bold chances and making insightful decisions.

Business Meeting

Mail Handling Services

This service consists of receiving your mail, sorting, organizing, scanning documents, uploading to computer for instant views for those with private access.
It also includes picking up and dropping off mail from PMB or home mail to P. O. Boxes

Business Meeting

Financial Planning

We help clients identify and obtain specific financial goals and objectives. Meeting their goals through proper management of your financial resources. We do that by collecting and organizing all relevant financial information that you currently have, reviewing and assessing your unique situation, and providing sound knowledgeable advice. We will assist you in ensuring that you are on the proper path to long-term financial security.Achieving financial goals becomes easier with a clear and concise plan. You work hard to achieve financial goals, but without the proper plan it can be lost. There is much more to it than just putting money into retirement accounts. Our partnership will keep you on track, allow you to focus on your career, not stress your daily living and help you achieve your goals.

Business Meeting

Wealth Planning

We begin by identifying your goals, objectives and risk tolerance, then we design a plan aimed at your visions and expectations for future years. After that is settled we then choose an investment strategy that works with the plan. Our team helps to provide more comprehensive knowledge and advice in the plan. We communicate with you on an ongoing basis to ensure that the plan evolves as you do.


Investment Management

There is no one size fits all when it comes to building an investment portfolio. Investment management is our specialty, and our partnership gives access to the best and brightest minds in the business, along with institutional strategies and services. We focus on a systematic process that removes biases and human behavioral elements that often led to irrational decisions impacting long-term performance. Our consistent application of these steps goes a long way toward achieving your financial goals. We help preserve your wealth for you and your family and the generations that follow. From wealth planning to investment advisory services, our team will work with you to provide personalized solutions that meet your individual goals

Business Meeting

Business Services

Our team can provide guidance concerning employee benefits, succession planning, stock options, or business development as an extra resource to you and your business.

Business Meeting

Social media management


Video Editing

A Video Editor is tasked with taking the raw footage shot by a film crew and director and turning it into the final product. This means following an outline, script or shot list and assembling the footage into one cohesive video or film. Often in video and film work, there are many camera angles and takes recorded. It is the responsibility of the Video Editor to review all the footage and create the best output by cutting and connecting various footage, adding sound effects and graphics and fine-tuning the completed video or film.

Examples of tasks a Video Editor may need to perform include: 

  • Assembling raw footage and transferring or uploading to a computer

  • Following a script, screenplay or outline

  • Inputting sound to enhance footage, which may include selecting music and writing voice-overs

  • Inputting graphics to enhance footage

  • Digitally splicing film and video and synchronizing them into one rough cut file

  • Improving and correcting lighting, coloring and faulty footage

  • Working closely with directors to present a final product that matches his or her vision

Business Meeting

Website Design

Our Web Designers use their creative and software engineering/programming skills to design, build and improve websites. They understand user experience and are able to build websites that are easy to understand, navigate, and use, and adhere to design standards and specifications. The also do  front-end development.

Business Meeting