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.

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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.

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Business Planning

We create strategies designed to meet the specific needs of your business.

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Learn More about our Unique Financial Planning Strategies

Achieving Retirement Clarity

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Managing your Wealth in Retirement

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Discovering which Investment Strategy is Right for You

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