Charting Your Course

Charting Your Course

Helping our clients find financial success is our passion.

What drives your vision of financial success? The answer to this question varies widely and is unique to each individual. Our mission is to help you define your financial goals and map out a plan to get you to your destination. We start by understanding what drives your vision of financial success.

We know that financial choices abound. The only way for us to guide you in choosing the best options, is to understand your values and goals. To accomplish this we use client-centered consultative meetings to recognize the important facets of your life. This aligns your financial affairs with your values in a simple and effective manner. Knowing your pressing concerns have been addressed helps create peace of mind.

Smedley Financial Private Wealth Management specializes in helping affluent clients chart their own path, find peace of mind, and spend more time with the ones they love.

Your personal values and goals are the basis for all planning.

Our Process

Our wealth management process is a systematic approach to designing and implementing your personal wealth management plan. At each step of the process, we seek to wow you with our service and commitment to exceptional service. Our process involves the following steps:

Mutual Discovery Meeting

Our interactive process starts with your personal discovery meeting where we take time to listen and learn about what is...Read More >

Investment Plan Meeting

You will then come back for an investment plan meeting where your individual plan is presented and explained in detail. This step is critical because it details your financial...Read More >

45 Day Follow-up Meeting

In 45 days we will have a follow-up meeting to make sure we are living up to your expectations. We will also organize...Read More >

Regular Progress Meetings

From that point forward we will have regular progress meetings as often as suits your needs. Through these regular progress meetings we will implement advance planning techniques focused on...Read More >

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