The Team

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.

Our Advisors

Matthew J Smith

Matthew J Smith

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution

Education

Bachelors of Science, Ithaca College, 2012

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Our Staff

Caitlin Pionessa

Caitlin Pionessa

Client Service Manager

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Qualifications

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

Karl Smith Jr.

Investment Specialist

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Qualifications

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