Retirement and Investment Strategies for your Serious Money

General Info

At Smith Wealth Management, our objective is to be our client?s primary source of advice for developing plans to help achieve financial goals. Accomplishing this objective requires that we draw upon our firm?s strengths ? connecting people, ideas, and capital ? to help our clients meet their objectives. Services Include, Financial Planning, Investment Management, Estate Planning, Portfolio Analysis, Asset Allocation, Retirement Income Recommendations, IRA, 401(k), 403(b), ROTH, non retirement investment account review.

Extra Phones

Phone: 505-850-3151

Fax: 505-856-8253

Hours

Regular Hours

Mon - Fri:	7:30 am - 5:00 pm

Categories

Investments, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds

Neighborhood

Academy Acres North

Accreditation

CIMA, Certified Investment Management Analyst LPL Financial, Member FINRA/SIPC

Other Link

http://www.lpl.com/todd.smith