Wealth Management

Herbert R. Smith and Company will assist you in organizing your financial assets to ensure they meet your current and future needs.  We have been dedicate to your successful investing for over 40 years.

Client Goals: Do you have a financial plan for the future?

Risk Tolerance: How much risk can I emotionally stand to meet those goals?

Investment Plan: What asset allocation makes sense in the current market environment to reach my goals?

Investment Selection: What individual investments need to be used and how do they interact with each other?

Evaluation: Are we heading toward the goals upon which we agreed?

Monitoring and Adjusting: Can other vehicles reach my goals based upon a changing investment climate?