individual

Administrative Services

At the end of the day, we work for and report to you. 

While many of the financial decisions are ultimately yours, we will provide you with substantial information and recommendations to help you make decisions that are in your best interests. 

 

Investment Management

Your goals and philosophy on investing are unique to you. Why would you want to be squeezed into a one-size-fits-all approach?

Smith & Howard Wealth Management customizes portfolios to reflect the goals of your family and your comfort level with various investments. We believe portfolios should be suited to your circumstances, not the other way around.

Banking Advice

Something seemingly as simple as your everyday banking could probably benefit from an expert opinion.

At your request, we work with you to ensure you are getting the most out of your banking relationships.

We can help you settle on a mortgage that works best for your situation and can offer advice on the pros and cons of paying off your mortgage. 

All in all, we are here to give you objective, informed and personal advice on all of your financial needs, banking included, with that advice tailored to your personal financial situation.

 

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