Smith & Howard Wealth Management - Your family's CFO.

Welcome to Smith & Howard Wealth Management.

Our goal is to help you reach your goals.

As an individual or family that has accumulated significant wealth, you know the responsibilities that come with that wealth - first, protecting it, and after that, growing it for the future.

In an increasingly complex world, the demands on your time and energy make it important to have comprehensive, trusted advice on many fronts: estate planning, investments, taxes, legal issues, banking, asset protection, insurance, retirement planning and more.

Smith & Howard Wealth Management serves as the "Chief Financial Officer" to our client families, providing personal, hands-on guidance in all areas affecting wealth.

Clients: Access your client vault or view your account

Our Quarterly Letter to Clients.
View online or have it emailed to you.

Lifecycle of Spending

Check out this article that discusses how people spend as they age.