From the CEO
From the CEO
Thank you for taking the time to get acquainted with SmithReed. In this website you’ll find an overview of our services provided by experienced professionals with entrepreneurial roots and accomplished careers.
Our clients generally fall into three categories, families with accumulated wealth, families who are building wealth, and those who experience “sudden wealth” through a life event. We take the time to discover the needs of each family before recommending solutions and can include your attorney, CPA, or financial advisor in the planning process.
When families accumulate wealth in excess of their current needs, multigenerational asset management, defensive investing, and charitable planning may be appropriate. SmithReed can provide the advice and management you need today, and consistent leadership for your heirs in the future. High earning professionals and successful business owners can generate income above their current lifestyle. SmithReed can provide education and insight for the selection of investment, tax, and legal advisors. We can assist you with asset management, estate planning and settlement, career changes, and business exit strategies.
For those who find themselves “suddenly wealthy”, maintaining wealth can be a challenge. A legal settlement, divorce, or inheritance can create the need for investment counseling, tax strategies, estate planning, and the selection of qualified professionals. Maintaining wealth can be more challenging than obtaining wealth.
The past five years have been an exciting time for our company. We’ve managed to grow and evolve to better meet the needs of our clients and we invite you to experience a different kind of advice.
Mickey J. Smith, CEO