South Portland, ME Office
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Robinson Smith Wealth Advisors, LLC
Team
Firm-wide stats for Robinson Smith Wealth Advisors, LLC
About
Robinson Smith Wealth Advisors is an independent, fee-only advisory firm that provides investment management, financial planning, consulting, and advisor-selection services to individuals, high‑net‑worth clients, and institutional entities such as charities, corporations, and pension plans. As of December 31, 2025 the firm reported approximately $444.9 million in assets under management, the large majority of which is managed on a discretionary basis for a client base of just over 200 households and entities.
The firm constructs portfolios primarily from mutual funds, ETFs (including target‑date ETFs), closed‑end and interval funds, individual fixed‑income securities, equities, options and structured notes, and it may allocate portions of client assets to Independent Managers. RSWA also incorporates ESG criteria for interested clients, may recommend exchange funds for concentrated stock positions, and since 2022 has the option to recommend investments in a real estate private equity fund as part of its implementation toolkit.
Compared with many peers, RSWA’s client materials call attention to third‑party ratings, a practice that is relatively uncommon among similarly sized team firms. The firm also makes notable use of model portfolios and Independent Managers and combines advisory services with consulting and advisor‑selection capabilities, reflecting a broader set of implementation choices than some typical wealth management teams.
Based on Robinson Smith Wealth Advisors, LLC
Expertise
Based on Robinson Smith Wealth Advisors, LLC
Location
82 Running Hill Road, Suite 205
South Portland ME 04106
Advisors at this office
4
Advisors at this office
Wesley M
CFP®, Series 65, Series 66
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Wesley Mc Neillie is a CFP® professional with seven years of industry experience currently at Robinson Smith Wealth Advisors, LLC. He has previously worked at Leconte Wealth Management, Prudent Street Financial Advisors, UBS, and several other firms. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities with investment management, financial planning, consulting, and advisor-selection services. The firm manages approximately $445 million in assets with a portfolio approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and independent managers, as well as incorporating ESG criteria and alternative investments like real estate private equity.
Donovan I
CFP®, Series 63, Series 65
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Donovan Ingle is a CFP® with eight years of industry experience. He has worked at Robinson Smith Wealth Advisors, LLC since 2020 and previously held roles at Equitable Advisors, AXA-ADVISORS LLC, and German American Bank. He also has experience at the University of Louisville. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and allocations to Independent Managers.
Tracey D
CFP®
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Tracey Daigle is a CFP® professional at Robinson Smith Wealth Advisors, LLC with 10 years of industry experience. She has been with Robinson Smith Wealth Advisors since 2016. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets using diversified portfolios that include mutual funds, ETFs, fixed-income securities, equities, and alternative investments, with options for ESG criteria and real estate private equity funds.
Gerrit P
CFP®, Series 65
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Gerrit Petersons is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Robinson Smith Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Marble Trail Advisors, Broad Cove Capital, Cribstone Capital Management, and ADP. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets, primarily using a diversified portfolio construction approach that includes mutual funds, ETFs, individual securities, and incorporates ESG criteria and third-party ratings.
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