Smith Wealth Advisory Group stands out with a wealth management philosophy rooted in the real-world financial needs of the people they serve. They believe everything begins with a well-designed financial plan. They excel at seeing the big picture of your financial life, meticulously addressing all the details that make the plan work, including identifying and addressing any gaps that may have previously been overlooked. 

Smith Wealth Advisory Group serves a diverse range of clients, including business owners, families and individuals, healthcare professionals, retirees, and pre-retirees. They are particularly tuned in to the financial realities of their fellow millennials. They know how challenging it is to finance a home, prepare for a child’s education expenses, and support their parents at the same time. The comprehensive financial planning they provide is designed to bring a new sense of order and organization to your financial life, ensuring that there are no gaps or surprises, and that no matter goes unaccounted for. 

We have seen firsthand how closely they work with clients, attorneys, and accountants to create comprehensive wealth management plans. They focus on making the best use of wealth today while ensuring its endurance for future generations, and hold themselves to a high standard of accountability. 

At Elevate, Inc., we are excited to collaborate with Smith Wealth Advisory Group and support their mission. Together, we look forward to achieving great success and helping clients secure a prosperous future. 

Welcome aboard, Smith Wealth Advisory Group! Here’s to a fruitful partnership.  

https://www.raymondjames.com/smithwealthag/