Smith Partners Wealth Management
Why pick this one
Smith Partners Wealth Management has operated since 1988 as a fee-only fiduciary offering comprehensive planning and investment management.
Best for
- Clients seeking comprehensive financial planning and investment management
- Clients with at least $500,000 in investable assets
- Long-term, low-cost index-investing strategies
- Retirement, education, career-transition, and wealth-building planning
- Families incorporating charitable giving or family foundation planning
Look elsewhere if
- Clients seeking commission-based financial products
- Clients primarily seeking hot stock tips or market-timing strategies
- Clients with needs centered on short-term financial decisions rather than long-term planning
Specialties
- comprehensive financial planning
- customized investment management
- tax-efficient portfolio management
- legacy planning
- charitable giving and family foundation planning
What makes them different
- Fee-only compensation with no commissions, product-based commissions, or third-party referral fees
- Fiduciary practice serving clients' best interests
- Customized, tax-efficient, low-cost investment portfolios
- Experience working with clients who have at least $500,000 in investable assets
- Over 1.3 million meals provided through the firm's Christmas lights food-drive tradition
- Years in business
- 38
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 128 E Fisher Ave, Greensboro, NC 27401
- Phone
- 3362729488
- Website
- http://www.smithpartnerswealth.com/
- team@smithpartnerswealth.com
Services
- financial planning
- investment management
- wealth management
- legacy planning
- charitable giving planning