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.
Learn how we can help you create a tax smart spending strategy to avoid locking yourself into high tax rates during retirement.
At Smith And Co Investment Advisor Group, our own community commitments and wealth management expertise, position us to serve as your informed institutional wealth alliance. We know what it takes to navigate your institutional wealth through the challenges, onward to your unique opportunities.
As your fiduciary partner, we will roll up our sleeves to provide:
Retirement plan sponsors have an enormous responsibility when providing a 401(k) plan to employees. Determining plan fees can often be a difficult task.
At Smith And Co Investment Advisor Group, our goal is to partner with you to provide your participants’ with personalized advice and professionally designed portfolios, while safeguarding your own interests.
Through our work with employers we offer:
Between doctor appointments, IEP meetings and therapy visits raising a child with special needs can feel overwhelming. Taking a moment to set aside time to plan for your child’s future is without question hard to do. Thinking of the day-to-day stuff that needs to happen is hard enough. Let alone the planning that needs to be in place to secure your child’s future and coordinating those plans with your own retirement planning.
We get it. Having a plan though can help you achieve peace of mind that your child will be taken care of, even when you cannot.
We can help you develop a plan to ensure your child has the resources to reach his or her potential in society and maintain the appropriate level of independence. We’ll help you sort through various aspects of planning that should integrate life planning, resource planning, finance and legal planning and help you assemble a team of experts that can address all of these key areas. Perhaps most important we’ll help ensure a backup plan is in place even when that team may no longer be around.
We’ll help you look at:
Many successful families face a tricky dilemma: They may lack the $50–$100 million portfolio required to grab the attention of a traditional advisory firm, but the confined mold of a big bank or brokerage firm isn’t a good fit either.
At Smith And Co Investment Advisor Group we believe successful professionals and their families deserve right-sized advisory services for making the most of their career wealth.
With dedicated wealth and strategic partners who can provide transparent, evidence-based advice, we offer a better approach to replace the status quo of being underserved and overcharged for mediocre care.