Individual Services
Faith
Lifelong Service to God.
Responsibility
You Are Always Responsible.
Responsibility
You Are Always Responsible.
Integrity
Honesty and transparency.
Integrity
Honesty and transparency.
Growth
Constant Expansion of Yourself.
Growth
Constant Expansion of Yourself.
Faith
Lifelong Service to God.
Responsibility
You Are Always Responsible.
Faith
Lifelong Service to God.
Responsibility
You Are Always Responsible.
Integrity
Honesty and transparency.
Integrity
Honesty and transparency.
Growth
Constant Expansion of Yourself.
Growth
Constant Expansion of Yourself.
How We Help You
Life rarely follows a straight line and your financial plan shouldn’t be one-size-fits-all. Whether you’re just starting a career, raising a family, planning for college, or preparing for retirement, we provide personalized strategies designed to help you build, protect, and enjoy your wealth. From investments and tax planning to insurance, estate, and legacy strategies, we walk alongside you every step of the way to bring clarity, confidence, and peace of mind to your financial journey.
How We Help You
Building a business takes vision, hard work, and sacrifice, protecting it and growing your wealth requires a plan just as intentional. We help entrepreneurs and business owners with tax-efficient strategies, retirement planning, cash flow management, succession planning, and risk protection so you can focus on what you do best: running your business. Our goal is to give you clarity and confidence, turning today’s success into lasting legacy for you, your family, and your team.
Our Services
Retirement Planning
Retirement planning helps you create a strategy designed to help you secure a comfortable future. It involves setting goals, estimating expenses, and investing to grow savings. A solid plan guides you to have enough income for your lifestyle, helping you maximize savings for greater financial independence.
Tax Planning
Tax strategies help minimize your tax liability and maximize financial returns by using tax-advantaged accounts, deductions, and credits. Effective planning aims to keep more of your income and enhances your overall financial strategy, helping you make smarter decisions aligned with your goals.
Estate Planning*
Estate planning helps your assets be distributed according to your wishes after you pass. It includes creating wills, trusts, and designating beneficiaries to minimize taxes and avoid probate, protecting your loved ones and preserving your legacy.
Wealth Management
Wealth management aligns your investments with your goals, balancing risk and returns to help grow wealth over time. It involves setting objectives, understanding risk tolerance, and choosing the right assets for long-term success.
Insurance Planning
Insurance planning helps protect your family, income, and legacy from life’s uncertainties. It involves evaluating risks, selecting coverage for needs like life, disability, and long-term care, and aligning policies with your overall financial plan. A thoughtful strategy helps ensure loved ones are safeguarded, your income is protected, and your future goals remain secure no matter what life brings.
Financial Planning
Financial planning creates a roadmap to help you reach your life goals with clarity and confidence. It brings together budgeting, saving, investing, tax strategies, and protection planning into one coordinated strategy. A strong plan adapts as life changes, ensuring you stay on track, maximize opportunities, and build long-term security and peace of mind.
Investment Management
Investment management focuses on building and overseeing a portfolio designed to grow and protect your money. It includes analyzing markets, selecting investments, and making adjustments as conditions change. With a disciplined approach, investment management helps you stay aligned with your objectives while navigating risk and capturing opportunities along the way.
Debt & Budget Management
Debt and budget management helps you take control of your cash flow and create a plan that supports your goals. It involves tracking income and expenses, reducing high-interest debt, and building a sustainable spending plan. With the right strategy, you can ease financial stress, free up resources for saving and investing, and move toward long-term stability and independence.
Our Services
Retirement Planning
Retirement planning helps you create a strategy designed to help you secure a comfortable future. It involves setting goals, estimating expenses, and investing to grow savings. A solid plan guides you to have enough income for your lifestyle, helping you maximize savings for greater financial independence.
Tax Planning
Tax strategies help minimize your tax liability and maximize financial returns by using tax-advantaged accounts, deductions, and credits. Effective planning aims to keep more of your income and enhances your overall financial strategy, helping you make smarter decisions aligned with your goals.
Estate Planning*
Estate planning helps your assets be distributed according to your wishes after you pass. It includes creating wills, trusts, and designating beneficiaries to minimize taxes and avoid probate, protecting your loved ones and preserving your legacy.
Wealth Management
Wealth management aligns your investments with your goals, balancing risk and returns to help grow wealth over time. It involves setting objectives, understanding risk tolerance, and choosing the right assets for long-term success.
Insurance Planning
Insurance planning helps protect your family, income, and legacy from life’s uncertainties. It involves evaluating risks, selecting coverage for needs like life, disability, and long-term care, and aligning policies with your overall financial plan. A thoughtful strategy helps ensure loved ones are safeguarded, your income is protected, and your future goals remain secure no matter what life brings.
Financial Planning
Financial planning creates a roadmap to help you reach your life goals with clarity and confidence. It brings together budgeting, saving, investing, tax strategies, and protection planning into one coordinated strategy. A strong plan adapts as life changes, ensuring you stay on track, maximize opportunities, and build long-term security and peace of mind.
Investment Management
Investment management focuses on building and overseeing a portfolio designed to grow and protect your money. It includes analyzing markets, selecting investments, and making adjustments as conditions change. With a disciplined approach, investment management helps you stay aligned with your objectives while navigating risk and capturing opportunities along the way.
Debt & Budget Management
Debt and budget management helps you take control of your cash flow and create a plan that supports your goals. It involves tracking income and expenses, reducing high-interest debt, and building a sustainable spending plan. With the right strategy, you can ease financial stress, free up resources for saving and investing, and move toward long-term stability and independence.
Our Services
Retirement Planning
Retirement planning helps you create a strategy designed to help you secure a comfortable future. It involves setting goals, estimating expenses, and investing to grow savings. A solid plan ensures enough income for your lifestyle, helping you maximize savings for greater financial independence.
Tax Planning
Tax strategies help minimize your tax liability and maximize financial returns by using tax-advantaged accounts, deductions, and credits. Effective planning aims to keep more of your income and enhances your overall financial strategy, helping you make smarter decisions aligned with your goals.
Estate Planning*
Estate planning ensures your assets are distributed according to your wishes after you pass. It includes creating wills, trusts, and designating beneficiaries to minimize taxes and avoid probate, protecting your loved ones and preserving your legacy.
Wealth Management
Wealth management aligns your investments with your goals, balancing risk and returns to help grow wealth over time. It involves setting objectives, understanding risk tolerance, and choosing the right assets for long-term success.
SEP and SIMPLE IRAs, 401(k) and Solo(k)s
These retirement plans are powerful tools for business owners, self-employed individuals, and employees to build long-term wealth. They allow you to save more aggressively with tax advantages, flexible contribution limits, and, in some cases, employer matching. By choosing the right plan, you can maximize retirement savings, reduce taxes, and create a structured path toward financial independence while keeping your business and personal future secure.
Succession Planning
Succession planning prepares your business for a smooth transition when leadership changes. It involves identifying future leaders, protecting company value, and creating strategies to preserve your legacy. A solid plan ensures continuity, minimizes disruption, and helps safeguard both your family and your employees while securing the long-term success of your business.
Business Planning
Business planning helps you design a clear strategy to grow and protect your company. It involves setting goals, managing cash flow, and preparing for risks and opportunities. A strong plan aligns day-to-day operations with long-term vision, ensuring stability, profitability, and the ability to adapt as your business evolves.
Exit & Transition Strategies
Exit and transition strategies help you prepare for the future of your business when it’s time to step away. They involve planning how to transfer ownership, maximize business value, and minimize tax consequences. A thoughtful strategy ensures a smooth handoff, protects your legacy, and gives you the freedom to move into the next chapter of life with confidence.
EXPLORE MORE BELOW
EXPLORE MORE BELOW
Our Process
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.
Founder
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
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.
Our Process
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.
Founder
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
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.
Get In Touch With Us
FOLLOW US
COMPANY
CUSTOMER CARE
LEGAL
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.