Wealth Management Services for Executives & Directors

Robert holds an MBA and is a Certified Financial Planner professional. He primarily works with the families of senior executives and board members of public and larger private companies to run their family finances like a business.

Robert learned of the challenges and opportunities facing senior executives and board members during his more than 20 years of management consulting experience, primarily serving growth-company CEOs in the areas of business strategy, strategic planning, and mergers and acquisitions, and served as president of two strategy consulting firms.

Since 1999, he has helped families in challenging life, economic, and wealth management situations to improve control and accountability for family finances, lifestyle and legacy.

The relationship between the client family and its financial planner is highly confidential, constantly evolving, and long-term. It is built on a foundation of mutual trust.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
Financial Advisor Services
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Robert Smith, MBA, CFP® Registered Principal CERTIFIED FINANCIAL PLANNER™
142 Main St.
Carriage Barn
Groton, MA 01450
Phone: 978-448-8500
Fax: 978-448-8510
Cell: 443-822-2242
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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