Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Solutions
Smith Anglin has been dedicated to helping clients build and protect their wealth for decades. Founded in 1967, we are a trusted wealth advisory and management practice based in Dallas, Texas, with a focus on personalized financial planning, investment management, tax planning, and aviation retirement readiness. Our team of experienced professionals provides an elevated standard of care, managing over $2 billion in client assets for pilots, families, individuals, and business owners across 48 states and abroad.With deep roots in accounting and tax planning, we prioritize long-term client relationships, multi-generational wealth strategies, and a fiduciary commitment to act in our clients' best interests. Our mission is to conscientiously secure the financial well-being of our clients throughout their lives, helping them achieve their goals, dreams, and financial security.
Services
Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Services
Details
- Year established: 1967
Highlights and features
- We operate as fiduciaries, prioritizing your financial interests above all else.
- Over 50 years of experience in tax-efficient wealth management and aviation retirement planning.
- Specialized expertise in airline retirement benefits for Southwest, United, Delta, and more.
- Personalized strategies tailored to your unique financial goals and life stages.
- Multi-generational wealth planning to secure your family's financial legacy.
Associations and certifications
- SEC
- FINRA
- SIPC
What people say
Honest, compassionate service
Financial security expertise
Long-term client relationships
Tax-efficient strategies
Aviation retirement specialists
Services
Financial Planning
Our financial planning services create tailored roadmaps for managing retirement, education funding, cash flow, and long-term goals. We analyze pensions, Social Security, and investment portfolios to optimize income strategies. With a focus on tax efficiency and risk management, we help clients transition from accumulation to sustainable retirement income across 48 states.
Investment Management
We implement defensive and growth-oriented investment strategies using ETFs, mutual funds, bonds, and alternative assets. Our risk-averse approach prioritizes capital preservation during market volatility while seeking growth opportunities. Clients benefit from fee-based managed accounts and performance monitoring to align portfolios with evolving financial objectives and market conditions.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic deductions, RMD optimization, and Roth conversions. With decades of accounting expertise, we prepare filings for individuals and entities while identifying tax-saving opportunities. We specialize in complex scenarios for high-net-worth clients and aviation professionals to maximize after-tax returns.
Estate Planning
We help clients preserve legacies through gifting strategies, trust coordination, and multi-generational planning. Our team assists with beneficiary designations, executor appointments, and estate tax management. We collaborate with legal professionals to ensure seamless wealth transfer aligned with client wishes and family needs.
Insurance Services
Our insurance solutions include life insurance, long-term care policies, and annuities tailored to protect against financial risks. We evaluate coverage gaps and recommend term or permanent life insurance to safeguard family finances. For retirement planning, we offer structured annuity options to complement investment portfolios and income strategies.
People
Steve Anglin
Partner and Wealth Advisor
With decades of experience, Steve Anglin combines accounting expertise with wealth management to guide clients toward financial security. He specializes in tax-efficient strategies and aviation retirement planning.
Weston Pollock
Partner and Wealth Advisor
Weston Pollock focuses on fiduciary financial planning, emphasizing long-term client relationships and multi-generational wealth preservation for pilots and high-net-worth individuals.
David Camarillo
Director of Advisory Services
David Camarillo leads advisory services with expertise in retirement capital projections and investment strategies tailored to aviation professionals and business owners.
Roger Meadors
Senior Wealth Advisor
Roger Meadors brings MBA-level financial analysis to retirement planning, specializing in optimizing airline benefits and creating sustainable income strategies for pilots.
Chris Lott
Partner and Wealth Advisor
Chris Lott integrates tax planning with investment management, leveraging CFP and CPA credentials to deliver comprehensive solutions for clients' financial security.
Questions
What services does Smith Anglin specialize in?
Smith Anglin specializes in financial planning, investment management, tax planning, estate planning, and insurance services tailored to pilots, retirees, and business owners.
How does Smith Anglin work with airline professionals?
We offer specialized retirement planning for pilots and crew, including 401(k) rollovers, RMD strategies, and airline-specific benefit optimization for Southwest, Delta, United, and other carriers.
What investment strategies do you use?
We employ Modern Portfolio Theory, risk-mitigation protocols, and tax-efficient strategies to preserve wealth and generate income aligned with client goals.
Do you offer estate planning assistance?
Yes, we provide multi-generational estate planning, gifting strategies, and coordination with legal professionals to ensure your legacy is protected.
Are your advisors fiduciaries?
Yes, we operate under a fiduciary standard, legally obligated to act in your best financial interests at all times.
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