We bring a cohesive, organized solution to the myriad issues that affect your family's wealth and seek to fulfill our mission:
As our clients' family CFO, we provide financial peace of mind.
Clients benefit from the fact that we do not sell products. Rather, we partner with you to tackle all your financial challenges - serving as a trusted resource you can depend on for timely, objective advice that always has your best interests at heart.
Smith & Howard Wealth Management is an independent advisor, registered with the Securities and Exchange Commission (SEC). We provide comprehensive wealth management services to select individuals and families throughout the Southeast.
Our team consists of specialists in the fields of tax, financial and estate planning, investment management, and portfolio administration.
We are accessible at all times, and our clients always have an owner of the business involved in their financial life.
We believe strongly in and are driven by a core set of values. These values reflect our commitment to our clients, and the standards to which we hold ourselves.