At Smith Wealth Management Group TX, we are a full-service retirement and financial planning firm. We recognize after many years in this industry, we are truly about guiding our clients along their unique financial path. We understand that life changes and needs evolve over time, and new strategies may need to be implemented to achieve and maintain a work-optional lifestyle.
As founder of Smith Wealth Management Group TX, with more than 20 years of experience as a financial advisor, Nick understands that most people are not sure if they are on the right track financially.
As founder of Smith Wealth Management Group TX, with more than 20 years of experience as a financial advisor, Nick understands that most people are not sure if they are on the right track financially.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
As founder of Smith Wealth Management Group TX, with more than 20 years of experience as a financial advisor, Nick understands that most people are not sure if they are on the right track financially. We believe our teamwork approach with the resources at LPL Financial add a broader perspective to all we do and provides increased benefits to our clients.
Financial planning is at the very core of the life planning services I offer to individuals and families seeking to build, protect and manage wealth over time. Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals.
Using our proprietary P23 Process we provide comprehensive financial planning and wealth management throughout our long-term partnership with you. This partnership can help you work towards your family investment legacy, pursue a work-optional lifestyle, and check off as many experiences as possible from your recreational bucket list.
We have developed and refined a process for a select group of retirees, business owners and successful professionals, who among other things, aspire to achieve and maintain a work-optional lifestyle. They want to secure their family investment legacy and look to the future with anticipation, not apprehension.
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