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Ross S
Series 63
Alma, WI
CMG Wealth Advisors LLC
Ross Smith is a financial advisor at CMG Wealth Advisors LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Commonwealth Equity Services, Inc. and Farmers Savings Bank. Outside of his advisory work, he operates a stonecutting business in Bayfield, WI. CMG Wealth Advisors provides discretionary investment management and retirement plan consulting to retail and institutional clients, offering customized portfolio construction and ongoing monitoring. The firm manages a broad range of securities and maintains affiliations with an affiliated broker-dealer and community bank while operating independently.
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