We build personalized financial plans that aim to give you confidence—without the product sales or hidden agendas.
We help retirees, pre-retirees and business owners
Seek to worry-less about money and focus more on life
We want to be your trusted partner for investment management and more
Explore solutions tailored to your financial goals—whether retiring, retired, or a business owner.
Get a personalized plan to assess your readiness, optimize investments, and explore tax strategies for retirement.
Our goal is to help you manage investment risk, minimize taxes, and create steady income in retirement.
Plan your succession, protect your legacy, and aim to maximize wealth with tax-efficient strategies for a smooth transition.
The W.A. Smith Difference: Your Goals, Our Focus
Generic financial advice can cost you—missed opportunities, higher taxes, and uncertainty about your future. Many advisors overlook the personalized strategies you need to succeed.
We take a different approach. Our Ascend360™ planning process provides customized strategies across income, investing, taxes, estate planning, and healthcare, ensuring a financial plan designed for your success.
Your financial journey is unique, and we're here to guide you through it with a simplified, personalized approach that adapts to your changing needs.
Schedule a free, no-obligation Retirement Tune-Up™ to uncover potential opportunities in your financial plan.
We analyze your priorities and create a personalized plan that aligns with your goals for retirement.
Your customized plan is put into action, aimed at helping you navigate life’s financial changes with clarity and confidence.
Your plan grows with you through our Ascend360™ process, keeping you on track as your life and goals evolve.
Proactive, discretionary management of your investment portfolio.
Custom roadmaps aimed at financial peace of mind.
Creating tax-efficient withdrawal strategies for retirement.
Preservation and gifting strategies for the next generation.
Maximizing your employer-sponsored retirement account
Experience guidance for business owners thinking about their exit.
Strategic planning to reduce or minimize tax burden.
Pre-65 and post-65 healthcare navigation, plan optimization and long-term care planning.
Ascend360™ Insider is a free online community and weekly video series that is delivered straight to your email inbox, covering essential retirement and financial planning tips.
Explore free guides, videos, and insights on retirement, tax, and investment planning.
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