Smith & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

We believe the definition of financial planning is “the process of determining whether and how an individual can meet life goals through the proper management of financial resources”.

At Smith & Associates, our goal is to help you be proactive to plan for your financial future and independence.

Our practice helps our clients identify and focus on what is truly important to them and their families. We then help them write an action plan, provide financial strategies and look to hold them accountable to doing the things necessary to achieve their desired lifestyle and to make informed financial decisions that are in-line with their goals. This can allow our clients to spend more time doing the things they love while pursuing their financial goals and maintaining the lifestyle they’ve envisioned. We believe our client’s principles and values are at the core of the financial planning process and we strive to help our clients align their actions with their principles, values and goals.

We believe the fundamentals of financial health will never go “out-of-style” and it's our job to help you be in the position to make informed financial decisions that can help you pursue your level of financial independence.

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Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

Our videos

6 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)