SMITHCOCONSULTING

As an independent wealth management firm, we make all of our recommendations based solely on how it best serves your near and long-term goals. That's why our approach is fundamentally different. By combining emotional and intelligence quotient - EQ and IQ - we can help you build a more secure financial future... Why hire staff? At SmithCoConsulting, we provide monthly bookkeeping at a fraction of the cost of a full-time employee... At SmithCoConsulting Advisor Group, we believe everyone deserves finances built to last, with unmistakable evidence delivered by advisors who truly care.

Primary location: Pleasanton United States