At M.J. Smith and Associates, we provide a complete range of investment planning and wealth management services to a highly select group of clients.
We strive to ensure that every wealth management plan we create is complete, and that each investment we select is tailored to unique needs and goals. To do this, we offer a wide variety of services to a small number of individuals and families, ensuring that our clients get more than full resources – they get our full attention.
We offer affluent investors services including, but not limited to:
(To learn more about each service, please click on the following bullet points)
To learn more about how we might help you achieve your investment goals – soundly and sensibly – contact us.