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Smith Tax & Wealth Group banner with logo and tagline for integrated tax, protection, and wealth solutions.

About

Smith Tax & Wealth Group is a tax-led financial services firm providing integrated tax planning, protection strategies, and long-term financial guidance.

Smith Tax & Wealth Group banner with logo and tagline for integrated tax, protection, and wealth solutions.
Smith Tax & Wealth Group banner with logo and tagline for integrated tax, protection, and wealth solutions.

Background

  • Master’s in Tax Accounting

  • ​Accounting services firm owner 10+ years

  • ​Licensed in life, health, annuities

  • ​Licensed Mortgage loan officer

  • ​Currently expanding into future wealth advisory services

Focus On

  • Practical planning

  • ​Stability

  • ​Protection + long-term growth

  • ​Family + business-owner clients

Same trusted service foundation — Strengthened by a more comprehensive and coordinated planning approach.

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