W.A. SMITH

Investment strategy is meant to be unique. A cookie-cutter type allocation using a traditional 60/40 type split between stocks and bonds is far from unique. Each client at W.A. Smith Financial is unique, so our team builds custom investment allocations and strategies that specifically tailor to each individual's dynamic risk tolerance, investment objective, and long-term goals. From there, our investment committee's 6-step due diligence process and the proactive strategy sessions we host with you will ensure your investment allocation evolves along with the economy, the political scene, and the latest market trends... We believe holistic financial planning goes beyond simply making investment decisions. What will happen to your spouse or your family when you die? Will probate be a nuisance? Will your family pay unnecessary tax due to mistakes that were made with your estate plan? Can you protect any portion of your asset pool from a Medicaid spend-down or nursing home situation? Do..

Also known as: W.A. Smith Financial, W.A. Smith Financial Group

Primary location: Sarasota United States