Built on a foundation of care and commitment to our clients' financial independence.
At Smith-Kastner Wealth Management, we advise hundreds of clients in all areas of insurance, investment, and estate planning. Using unique, holistic financial planning solutions, we are committed to helping our clients achieve sustainable financial independence and legacies.
What Makes Us Different
Whether you're looking for fresh ideas, or simply seeking a second-opinion on your existing financial assets, we're happy to help.
Personal Planning
We serve affluent and diverse individuals and families through holistic financial planning solutions, including our unique Life Assurance 360, ARC and RISK processes.
Business Planning
We create strategies designed to meet the specific needs of your business.
