Discover how we can help you invest with purpose
and plan for the future.
At Amy V. Smith Wealth Management, we believe it's never too early or too late to begin planning. We hope you will take a few minutes now to learn:
- About Us – Amy's experience, professional credentials, code of ethics, fees and services.
- About Our Services – What Amy can provide as an advisor at an independent, full-service financial planning firm.
- About Retirement – An interactive tool to help you assess where you are in your retirement planning goals and what you need to do to help you reach your destination.
- About Our Investment Philosophy – What we think about structuring portfolios and building wealth, plus Amy's 7-Step Planning Process.
- About Our Market View – Raymond James offers timely market commentary from industry experts regarding capital markets, investment strategy and economic forecasts.
- About Our Learning Center – Articles written on investing topics that are designed to provide you with insight and knowledge important to your financial future, plus Amy's recommended reading list.