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If the 24-hour news cycle’s barrage of bad economic news is impacting your kids’ college game plan, I have some good news: our economic future is brighter than you think.

In May, SHWM partnered with our colleagues at Smith & Howard for our annual cookout at Shepherd Center.

Smith & Howard Wealth Management is pleased to announce that the firm has been included on the CNBC Top 100 Fee-Only Wealth Management Firms list for the second straight year.

As traditional Long-Term Care (LTC) insurance becomes increasingly expensive and underwriting continues to get more difficult, Hybrid LTC policies that bundle a life insurance or annuity policy with LTC coverage are finding wider appeal. 

One of the key roles we play as our clients’ Family CFO is that of administrative coordinator for their financial lives.

The SHWM team works with nonprofits, including endowments and foundations, to provide thoughtful, goal-oriented wealth management services.


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