Managing Endowments: Risks, Rewards & Responsibilities
The SHWM team works with nonprofits, including endowments and foundations, to provide thoughtful, goal-oriented wealth management services. In partnership with...
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Market Overview: Fourth Quarter 2014
The U.S. stock market had a volatile fourth quarter of 2014, swooning almost 10% during the first half of October...
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SHWM Ranked Among Top 150 Firms by
Smith & Howard Wealth Management ranked among Top 150 Wealth Magnets by Accounting Today.
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SHWM Announces Promotion of Lauren Starks
Tim Agnew, Managing Director of Smith & Howard Wealth Management recently announced the promotion of Lauren Starks, CFP® to Senior
Read more.Valerie Nichols Joins SHWM as Director of
We are excited to announce the addition of Valerie Nichols to the Smith & Howard Wealth Management team as Director
Read more.Brad Swinsburg Joins SHWM as Director of
We are pleased to announce that Brad Swinsburg joined SHWM on August 8 as Director of Investments. On the addition
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SHWM and Atlanta Public Schools Team Up
An innovative program designed to engage a diverse range of high school students in accounting and finance careers has been
Read more.Smith & Howard Wealth Management Named to
We are pleased to announce that Smith & Howard Wealth Managementhas been named to the Financial Times 300 Top Registered Investment Advisers, as...
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Summer Community Service
In May, SHWM partnered with our colleagues at Smith & Howard for our sixth annual cookout at Shepherd Center. We
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