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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Layers of Protection

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.