Private Wealth Management

At Thomas Smith and Associates we provide a combination of high-level financial advice and personal portfolio management services to the affluent. We refer to this comprehensive approach as Private Wealth Management. While more and more financial advisors are beginning to refer to their services as "wealth management", few actually manage your money, which is good, because they lack the credentials, training and background to effectively do so. These stock brokers,  insurance agents and bank representatives, etc., may be advisors, but they are not money managers. Instead they rely on mutual funds, annuities, and distant institutional managers, who do not know you and whom you will never meet, to actually manage your wealth. We, however, can serve as your financial advisor and personal portfolio manager.

A unique combination of training, expertise and experience have put us in a position to offer this high-level, comprehensive solution to those who have needs beyond the grasp of your typical retail investment representative.