Helping our clients find financial success is our passion.
What drives your vision of financial success? The answer to this question varies widely and is unique to each individual. Our mission is to help you define your financial goals and map out a plan to get you to your destination. We start by understanding what drives your vision of financial success.
We know that financial choices abound. The only way for us to guide you in choosing the best options, is to understand your values and goals. To accomplish this we use client-centered consultative meetings to recognize the important facets of your life. The goal is to align your financial affairs with your values in a simple and effective manner. Knowing your pressing concerns have been addressed helps create confidence in the pursuit of financial goals.
Smedley Financial Private Wealth Management specializes in helping affluent clients chart their own path, find confidence, and spend more time with the ones they love.
Your personal values and goals are the basis for all planning.Our Process
Our wealth management process is a systematic approach to designing and implementing your personal wealth management plan.You are the primary focus at each step of this process. Throughout your wealth management experience, our goal is to demonstrate our commitment to exceptional service. Our process involves the following steps:
Our interactive process starts with your personal discovery meeting where we take time to listen and learn about what is...Read More >
You will then come back for an investment plan meeting where your individual plan is presented and explained in detail. This step is critical because it details your financial...Read More >
In 45 days we will have a follow-up meeting to make sure we are living up to your expectations. We will also organize...Read More >
From that point forward we will have regular progress meetings as often as suits your needs. Through these regular progress meetings we will implement advance planning techniques focused on...Read More >