• 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 YOUR ASSETS FROM CREDITORS?

  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • A FEW WORDS ABOUT US

    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.