Smith Wealth Management Group

At Smith Wealth Management Group, we believe that financial independence is within reach of everyone. We understand that navigating the complexities of financial planning can be overwhelming, which is why our team of experienced advisors is dedicated to helping you achieve your goals.

Our Firm

Our firm is built on the foundation of providing personalized guidance and tailored solutions to help you secure your financial future. Our team is comprised of talented professionals who are committed to exceeding your expectations at every turn. Whether you're saving for retirement, planning for a major life event, or simply looking to manage your finances more effectively, we're here to support you every step of the way.

Our Team

Our team consists of Joseph M. Smith, Jr., Lillian Appleby, Anna Cutino, and Robert Appleby, each bringing their unique expertise and passion for helping others achieve financial freedom. We pride ourselves on our collaborative approach, working closely with each client to understand their individual needs and goals.

What We Offer

At Smith Wealth Management Group, we offer a comprehensive range of services designed to help you achieve your financial objectives. These include:

• Wealth Management: Our experienced advisors will work closely with you to create a personalized wealth management strategy tailored to your unique financial situation and goals.
• Retirement Planning: We'll help you navigate the complexities of retirement planning, ensuring you're prepared for a secure and comfortable financial future.
• Insurance Solutions: Our team can help you evaluate your insurance needs and provide guidance on various options, including life insurance, disability income insurance, and long-term care insurance.
• Retirement Planning: Our advisors will help you design a customized retirement plan, ensuring you're on track to achieve your financial goals.

Our Partners

We're proud to be partnered with LPL Financial, a leading independent broker-dealer and registered investment advisor. LPL Financial is dedicated to supporting independent financial advisors like ourselves, empowering them to provide the highest level of service and guidance to their clients.

Our Mission

At Smith Wealth Management Group, we're committed to empowering our clients with the knowledge, resources, and expertise needed to achieve their financial goals. We're passionate about helping individuals and families achieve financial freedom, and we're dedicated to delivering exceptional service and guidance throughout the journey.

Get Started

If you're ready to take control of your financial future, we'd be honored to join you on this journey. Contact us today to schedule a consultation and let's work together to achieve your financial objectives.