Welcome to Amy V. Smith Wealth Management, LLC
Offering Customized Solutions for Your Individual Needs

For more than 16 years, Amy V. Smith, Managing Partner of Amy V. Smith Wealth Management, LLC, an independent registered investment advisory firm, has been helping clients accumulate, retain, and manage the funds they need to live and enjoy their lives. She is especially attuned to the planning needs of baby boomers as they approach retirement and to the concerns of suddenly single women, either widowed or divorced.

Astute, experienced and compassionate, Amy believes that working together as partners with open and ongoing communication is essential. She sees mutual engagement as key to creating comprehensive asset management, retirement and insurance planning, estate and tax strategies that are fully aligned with your financial goals. Her goal is to help you create a financial plan that addresses your current needs and focuses on your future independence.

We invite your questions and encourage you to review our retirement planning process, services, and resources outlined on the following pages. We thank you for your interest and welcome the opportunity to help you begin mapping the route to your financial future soon. As J. Pierpont Morgan, a gentleman who knew a fair bit about finance, said, "The first step toward getting somewhere is to decide that you are not going to stay where you are."