Smart Wealth Strategies, Inc. is an independent, fee-based financial planning and wealth management firm. The company focuses on creating customized financial strategies for its clients, encompassing investment management, retirement planning, insurance and risk management, tax planning, and estate planning. Their stated mission is to provide objective, tailored advice to help clients achieve their long-term financial goals and secure their financial future. The firm is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC).

Founded in

United States