"Growth and protection of your wealth is our primary mission."
Our firm is focused on you, your goals, and your dreams. We are dedicated to helping you navigate the financial markets through creative solutions tailored to fit your needs.
For our firm, Service – Integrity – Wisdom is not just a slogan, but a way of life.
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An experienced team of professionals who dedicate their wisdom and passion to you so we may bring your dreams to fruition.
We take an active role managing your assets through truly unique Tactical strategies managed in-house, no third party manager fees!
Nothing compares with the joy of seeing a client achieve their goals and retire comfortably with all their financial needs met and knowing we helped them get there.
Through our Transition Planning division, we offer assistance to both buyers and sellers involved in a business transition. Our firm provides comprehensive practice valuation services that take balanced risk into account in the final pricing of the practice so that both the buyer and the seller can achieve a positive result. We may also be placed on retainer as Consultants to help you structure and negotiate your specific deal. Fox-Smith Wealth Management will provide nearly everything a buyer or seller will need in order to execute every aspect of the transition with no additional costs.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Link to Regulation Best Interest: Customer Relationship Summery