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

A professional who can coordinate the legal aspects of your life with your financial needs is invaluable.

At Smith & Howard Wealth Management, we work hand-in-hand with many of the city's most respected attorneys to ensure that our clients' goals are planned and executed properly.

We can work with you and your attorney to coordinate these and other issues:

  • Wills.
  • Trusts.
  • Power of Attorney.
  • Health Care Directives.
  • Establishing LLCs to protect real estate investments.
  • Establishing Family Limited Partnerships for asset protection.
  • Working with you to determine who should be your designated trustee, executor and/or children's guardian.
If you need an attorney, we can refer you to one that fits your personal needs.
 

Favorite Quotes

Chance favors the prepared mind.

- Louis Pasteur
(1822 - 1895)

Did you know?

Speaking of wills...check out The Love Letter
everyone should write here.