Lifelong Service to God.
You Are Always Responsible.
You Are Always Responsible.
Integrity
Honesty and transparency.
Integrity
Honesty and transparency.
Constant Expansion of Yourself.
Constant Expansion of Yourself.
Lifelong Service to God.
You Are Always Responsible.
Lifelong Service to God.
You Are Always Responsible.
Integrity
Honesty and transparency.
Integrity
Honesty and transparency.
Constant Expansion of Yourself.
Constant Expansion of Yourself.
We begin by learning your story, your goals, values, and what matters most to you and your family.
This stage is about bringing clarity, uncovering opportunities, and setting the foundation for a plan that supports both your life today and the legacy you want to build.
With your vision in mind, we craft a personalized plan rooted in wise stewardship. Using strategic investing, tax planning, and creative financial strategies, we design solutions that not only protect and grow your wealth but also reflect the bigger purpose behind your financial journey.
This is where the plan comes to life. We walk with you to put strategies into action and continue to adjust as life changes. Our goal is to provide ongoing guidance and peace of mind so you can move forward with confidence, lead your family well, and create impact that lasts for generations.
Our process provides a clear, step-by-step path to help you reach your financial goals with confidence. It starts by understanding your needs, creating tailored strategies, and walking with you through implementation. With ongoing reviews and adjustments, our process helps your plan stay aligned with life, giving you clarity and peace.
The founders’ section highlights the vision, values, and leadership behind the company. It shares the story of why the business was created, the principles it stands on, and the experience that drives it forward. By showcasing the people at the heart of the mission, it builds trust, creates connection, and helps clients see the purpose behind the planning.
Financial calculators give you quick, interactive tools to estimate savings, retirement income, loan costs, and more. They help you explore different scenarios, visualize the impact of your decisions, and gain clarity on your financial path. Using these tools empowers you to make informed choices and stay on track toward your goals with confidence.
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Smith's Wealth Management. All Rights Reserved.
*Investment advisory services are offered through properly registered representatives of Forthright Capital Advisory, LLC dba Forthright Capital Advisory, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. Insurance products are offered through Forthright Capital Partners, LLC. Forthright Capital Advisory LLC and Forthright Capital Partners LLC are affiliated entities that offer separate services. Smith Wealth management sells insurance products and may present a conflict of interest when providing our services. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. Diversification and asset allocation do not ensure a profit or guarantee against loss. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. We do not offer tax or legal advice or services. Always consult with your own qualified tax/legal advisors. Life insurance involves medical and sometimes financial underwriting to qualify. Both life insurance and annuity products have terms and conditions, fees and charges, including potential surrender penalties for early withdrawals. Annuity withdrawals are subject to ordinary income taxes and an additional 10% federal penalty if you are under age 59-1/2. Optional riders may involve additional cost. Product and feature availability may vary by state. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. When working with us, we can assist you with insurance and annuity products and strategies, or you may also engage us for comprehensive financial and retirement planning through our Registered Investment Advisory firm. We will provide you with complete information about our fees and compensation structure before you engage our services.
Forthright Capital Partners, LLC, headquarters: 7251 West Lake Mead Blvd, Suite 300, Las Vegas, NV 89128. Phone: 725-712-3033
*Smith's Wealth Management does not perform any direct estate planning. Smith Wealth Management develops Estate Planning Strategies and will refer the client to a licensed attorney or outside estate planning service.