Independence office

Cleveland Office

5005 Rockside Road
Suite 110
Independence, Ohio 44131

Toll-Free: 1-866-417-4156
Fax: 419-625-3902

Cleveland Financial Advisors

If you're like most Americans, you've got your financial future in mind. Though the economy is growing, many workers are seeing a decline in the real value of their earnings. Though the real estate market may be surging in West Coast cities, in other places, it's flatlining. Stocks are rising, but you've got to have cash to invest and know where to place it. With all this in mind, did you know that you can profit from all of the rising trends in the economy from right here in Cleveland?

Benefits of Hiring Our Financial Advisors

Some financial firms want to pitch their customers on a one-size-fits-all solution. This may be more efficient for their office staff, but cookie-cutter solutions just don’t fit everyone’s unique financial needs.

At W.A. Smith, our process takes a personal approach in our consultations. Our advisors seek to understand the goals of each client. With these goals in mind, your advisor will construct a plan that suits your assets.

Our clients have specific timelines with specific goals in mind. Understanding this, your advisor can determine how much you need to invest and what the realistic payoff will be. Taking your goals and risk tolerance into account, your advisor can construct a plan using the appropriate asset types.

The Financial Planning Process

Our financial planning process involves the budget you've set for yourself and the amount you'll be earning and spending. We will begin with a consultation that comprehensively analyzes your current worth, your goals, and your timeline to reach that goal by scheduling your Retirement Tune-UpTM financial review. Then, we’ll figure out how much to put into investment in diverse accounts that will earn you the most money.

Our Services

Our financial advisors offer a wide range of services, including:

  • 401(k) Rollovers
  • IRA Transfers
  • Long-Term Care Planning
  • Retirement Income Strategy
  • Wealth Preservation
  • Estate Conservation
  • Wealth Management
  • Income Planning
  • Tax Planning

We pride ourselves on crafting plans for our clients’ unique needs - no cookie-cutter approaches here. We also offer our services at a more reasonable rate and will help you to see all of the potential that you have with your finances.

Our Team

W.A. Smith has been helping customers in Cleveland for many years and can help you out with your own unique situation. The problem that so many people have is that they are not sure of how exactly to do their own financing and don’t realize that they can use our services for help. We will be more than happy to work with you to ensure that you get the help and assistance that you need. With us, you will no longer need to continually worry about your finances. Plus, we are more than willing to work on a budget that you can afford.

Our mission is to ensure our clients focus more on their lives and worry less about their money. To start your financial planning process, contact our Cleveland Branch and see how our team can help you with any financial issues you face.

Need a second opinion? It all starts with the Ascend360™ planning process.

“You can never get a second opinion from those who gave you the first”

-Bill Smith, CEO