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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

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Planning Your Legacy

Planning Your Legacy

Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!