4350 Congress Street
Meet our Wealth Management Team
How Should You React During Times Like These?
Even low inflation rates can pose a threat to investment returns.
We want to help you benefit from your hard work. At The Smith Group, we make sure trust and integrity flow through all aspects of our practice.
Managing Director, Financial Advisor
Associate Financial Advisor
Branch Administrative Supervisor
Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns.
The Smith Group has been recognized as a premier wealth management team for many years.
The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.