Broker Check

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

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate