Smith & Co. Wealth Management Solutions (SCWMS) is a separate financial services company organized by Brad Smith the founder of Smith & Co., LLP. In response to a need for comprehensive wealth management services SCWMS combines financial analysis, tax optimization and investment management with highly personalized service for the betterment of the family estate.

Exclusive

SCWMS is a limited practice. Brad serves a select number of families in support of their overall wealth management needs. The result is highly personalized service that yields peace of mind regarding the continuity and consistency of family wealth management objectives.

Comprehensive

Attention to design, implementation and ongoing oversight of the wealth management plan assures optimized results. Financial objectives are defined and executed within the context of three core objectives: maximize returns, minimize taxes and mitigate risks.

Customized

SCWMS works with each family to develop a wealth management plan that incorporates short and long-term cash distribution needs. The plan establishes cash flow parameters, investment return benchmarks and risk management objectives.

Benefits

SCWMS is a fee-based service (no commissions) and therefore is a partner in the financial success of the family estate. Investment management is provided by Brad Smith and the team of advisors at Piedmont Investment Advisors, LLC.

If you are in need of a Trusted Advisor that can competently manage and oversee a family estate that may include various privately held entities, qualified retirement funds, brokerage accounts, real estate interests and wealth transfer objectives… please contact Brad Smith to evaluate his abilities and the needs of the family to determine if there is a mutual fit.

Wealth Management Solutions Links

• Piedmont Investment Advisors, LLC

Securities offered through Fidelity Investments, Member FINRA, SIPC. Investment Advisory Services offered through Piedmont Investment Advisors, LLC an S.E.C. Registered Investment Advisor.
19455 Deerfield Avenue, Suite 307 | Lansdowne, Virginia 20176 | (703) 729-8333