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...
Read more.
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...
Read more.
SHWM Ranked Among Top 150 Firms by
Smith & Howard Wealth Management ranked among Top 150 Wealth Magnets by Accounting Today.
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
Read more.
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...
Read more.
Summer Community Service
In May, SHWM partnered with our colleagues at Smith & Howard for our sixth annual cookout at Shepherd Center. We
Read more.Smith & Howard Wealth Management Rises to
Smith & Howard Wealth Management is pleased to announce that the firm has been included on the CNBC Top 100
Read more.