Shrewd financial advice and SMA Wealth Management strategies are just the beginning.
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Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.
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At SMA Wealth Management, Inc. we work exclusively with retirees, educating and assisting them with their particular financial needs so they can keep more of their hard-earned money and never worry about outliving their income. Our primary focus is preserving and shielding our clients’ wealth and assets through education and quality planning. We are experienced, responsive, and understand your need for integrity and transparency. As an independent financial advisory firm, we have access to compare all investment products to objectively determine the best fit for our clients. We take pride in protecting those funds for our clients’ intended use.
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Principles of Preserving Wealth
Navigating Retirement Pitfalls
A Look at Whole Life Insurance
The Latte Lie and Other Myths
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Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.