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About Us

"Wealth is the ability to fully experience life"  ~ Henry David Thoreau

At Smith Wealth Advisory Group, we believe that true wealth has little to do with money. In our minds, the key to becoming "wealthy" is to enjoy the riches of life itself.  Being an effective wealth advisor is less about helping you accumulate and protect a certain dollar amount than it is about helping you use it to enjoy life, cross off "bucket list" items, and experience all the things money itself can't buy. Whether you enjoy sharing life’s insights over coffee, playing a round of golf, or relaxing at a family gathering, our team is all about developing truly personal relationships so that we can recommend more customized financial strategies designed to help you "fully experience life."

Come meet us—over coffee, or without. We look forward to getting to know you and advising you on how to plan the future you deserve.

How can we help?

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