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Welcome to SmartWealth


The SmartWealth team prides itself on enriching clients’ lives. We empower success-minded individuals, professionals, and business owners to build, maximize, protect, enjoy, and ultimately transfer their wealth.

At SmartWealth, our approach, first as financial educators, is as unique as the clientele we serve. We provide for innovative strategies to build, preserve, and protect your wealth for tomorrow while you enjoy the lifestyle you desire today.

The SmartWealth processes reflect our founder’s extensive educational background and practical experience in the disciplines of mathematics and engineering, the practice of law, and wealth advisory services. The communication skills he developed as a trial lawyer have been effectively adapted by the entire SmartWealth team to communicate complex concepts and ideas in a clear and simple, yet accurate manner.

Since our start in 1992, we have established an impressive track record of extraordinary and sophisticated planning ideas for our clients. For empowering wealth… for sound comprehensive financial skill in all your investment planning… for the wealth protection needs of you and your family.

We are the financial professionals for people of means seeking total life enrichment!

Helpful Content

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.