SHWM’s personal approach provides one-on-one relationships between each client and the various members of their SHWM team.
Attorneys, CPAs, architects and physicians are among the “professional service providers” of our affluent clients.
As a business owner or executive, you know that a well-qualified, experienced CFO is one of the most valuable assets in your organization.
This article on endowment funds by Mike DeWitt originally appeared in September 2014 on Smith & Howard's web site.
May 2014: SHWM has been named a Top 100 Fee-Only Wealth Management Firm by CNBC. Tim Agnew, Managing Director of SHWM said that the SHWM team is "honored and humbled by this recognition.
This article on "Romancing" your nonprofit's brand provides insights into attracting and keeping donors.
An important part of our work with business owners (or any client, for that matter) is year-end planning that encompasses a wide range of planning strategies.