Dermann & Smith Personal WLTH

Our Vision: Empowering Financial Success

At Dermann & Smith Personal Wealth Management, we prioritize personalized guidance and strategic planning to empower individuals and businesses to achieve financial stability and success. We believe in fostering lasting client relationships based on trust, transparency, and open communication.

Driven by Expertise

Our experienced team comprises seasoned professionals with deep understanding of the financial landscape. Led by founder and CERTIFIED FINANCIAL PLANNER (CFP) Amy Smith Harper, we combine over 22 years of diverse expertise in wealth management, asset planning, and risk mitigation strategies. We leverage our collective knowledge to tailor solutions that align with each client's unique goals and aspirations.

A Personalized Approach

Every individual and business has distinct financial needs and aspirations. We take the time to understand your unique circumstances, values, and aspirations. We collaborate with you to create a customized plan that addresses your financial goals, prioritizing:

• Financial planning: Developing a roadmap to achieve your financial aspirations and mitigate potential risks.
• Investment management: Optimizing your investments for optimal growth and preservation of wealth.
• Retirement planning: Ensuring a secure and comfortable retirement.
• Estate planning: Protecting your legacy and facilitating seamless transitions.

Building Trust and Confidence

We recognize that financial planning can be overwhelming. We approach every interaction with empathy, respect, and personalized guidance. Our open communication and transparent approach fosters trust and empowers you to make informed financial decisions with confidence.

Our Commitment

At Dermann & Smith Personal Wealth Management, we are dedicated to:

• Providing personalized attention and dedicated service.
• Delivering meaningful insights and guidance.
• Maintaining open communication and transparency.
• Building strong, lasting client relationships.

Experience the Dermann & Smith Difference

Contact us today to schedule a complimentary consultation and discover how our personalized approach can empower you to achieve financial success and peace of mind.