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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The 12 Steps to Living Confidently: Define Your Life Goals

The 12 Steps to Living Confidently: Define Your Life Goals

It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.