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.

Discover the “why” of the Smith + Howard Wealth Management team in our new video series. The first snippet features our Partner and Chief Investment Officer, Brad Swinsburg.

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.