Council Rock Wealth Advisory Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Matthew J Smith

Matthew J Smith

Financial Advisor

Visit Matthew J Smith's website

Team

Caitlin Pionessa

Caitlin Pionessa

Client Service Manager

Qualifications

  • Joined team in 2008
  • BA, Rochester Institute of Technology, 2006
  • Notary Public
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Karl Smith Jr.

Karl Smith Jr.

Investment Specialist

Qualifications

  • Joined Team 2018
  • Bachelor of Business Administration in Financial Planning, College of Technology at Alfred, 2015
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