There's wealth management and then there's Smith + Howard.
See how we’re elevating wealth management.
Meet Smith + Howard Wealth Management.
Wealth is deeply personal. Entrusting your wealth to professionals requires a significant level of trust. This trust begins with an understanding of the principles and motivations guiding your investment team.
This month, we’re highlighting Stephanie Roberts, our Senior Client Service Specialist. Learn how her commitment to client relationships and core values shapes her impactful work, and why she values her role at Smith + Howard Wealth Management.
Watch the full “Why S+HWM” series on YouTube.
It all starts with a great relationship.
Before we get to the numbers, we like to start with a personal conversation. Our first investment is in getting to know you. That means prioritizing a genuine relationship based on a mutual understanding of your personal mission and the role we play in helping you get there. There’s no standard approach at Smith + Howard Wealth Management other than our passionate focus on bringing our experience and acumen to a strategy that’s in your best interests, on every step of your financial journey.
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