Growing Wealth Responsibly

Our firm does not promise get rich-quick-schemes. Our clients and we are smart enough to understand that such schemes entail either an inordinate amount of risk, or fraud, or both. There is no free lunch.

What we promise is the ability to create and personally manage investment portfolios that are ideally suited to our clients' goals, objectives and risk tolerance levels. We specialize in applying the highest fiduciary and investment standards to generate maximum, risk adjusted, after-tax growth of clients' hard-earned wealth.

Interestingly, many of our current and prospective clients do not necessarily view themselves as wealthy. Yet, they are from the perspective of overall wealth distribution in this country. More importantly, they are viewed as wealthy by the IRS and thus subject to the most onerous tax rates. We manage portfolios in a highly tax-efficient manner because we are keenly aware of how detrimental taxes can be to the efficient multiplication of wealth over time.

Our clients do not need us to make them wealthy - they already are. What they need is a unique firm that has the expertise, integrity, and focus to help them multiply their wealth in an efficient and optimal manner.  Thomas Smith and Associates is that firm.