Smith & Co., LLP

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(888) 512-6325    

JACK BOGLE WARNS:

jack bogle prepare for stock market declines of up to 50 percent in coming decade

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HAVE YOU IMPLEMENTED

INCOME AND ESTATE TAX STRATEGIES

THAT MAXIMIZE WEALTH CREATION?

ARE YOUR INVESTMENTS

BEING MANAGED TO CONTROL

LOSS (DRAW DOWN)

WHILE MAXIMIZING

UPSIDE POTENTIAL?

DO YOU UNDERSTAND THE RISK

RETAINED IN YOUR PORTFOLIO,

YOUR REAL ESTATE ASSETS

& YOUR PRIVATE

BUSINESS INTERESTS?

ARE YOU INTERESTED IN

ASSET PROTECTION STRATEGIES

(DOMESTIC OR OFFSHORE)

THAT BULLETPROOF YOU

ASSETS FROM CREDITORS?

DO YOU BELIEVE YOU

SHOULD ASSUME THE

LEAST AMOUNT OF RISK TO

ACHIEVE YOUR

FINANCIAL GOALS?

IS YOUR CURRENT

FINANCIAL ADVISOR

HELD TO A FIDUCIARY STANDARD

OR A SUITABILITY STANDARD?

WELCOME TO SMITH & CO., LLP

Smith & Co., LLP was founded by Brad Smith in 2005 as a CPA firm providing accounting and taxation services to families and business owners in Southwest Florida. In 2013 Brad reorganized the firm to provide comprehensive wealth management services. The firm has relocated to Franklin, Tennessee and retains an office in Naples, Florida serving clients in both locales.

We are all stewards of the individual talents and earthly possessions that God provides. My desire is to counsel clients in the proper stewardship of wealth with His principles as a guide. Wealth management decisions are complicated by the enormous variety of investment options, burdensome taxation, and risk factors. My role is to filter these inputs into an understandable and cohesive management process that advances your financial objectives.

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(888) 512-6325

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Franklin, TN Office

Smith & Co., LLP

Email:   Brad@SmithCompany-CPA.com

 

Phone: Phone: (888) 512-6325 

www.SmithCompany-CPA.com

2550 Meridian Blvd., Suite 200
Franklin, TN 37067

Contact Us Here

Naples, Florida Office

Smith & Co., LLP

Email:   Brad@SmithCompany-CPA.com

 

Phone: Phone: (888) 512-6325 

www.SmithCompany-CPA.com

999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108

(By Appointments Only)

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