Our Philosophy

Business Philosophy: Amy Smith has a total of over 20 years of experience in assisting individuals and companies with their financial needs. As a result of this experience, our Practice fully understands peoples’ concerns related to their long-term financial well-being as well as the importance of developing the trust and confidence essential to longstanding client relationships. Additionally, we are very much aware of the role that personal values, family concerns, and emotions play in both the formation and implementation of successful financial strategies.