A complete list of active advisors currently associated with Smartt Wealth Solutions, LLC

Warmer can help you find a great advisor at Smartt Wealth Solutions, LLC or one who fits your needs even better.

Smartt Wealth Solutions, LLC provides personalized financial planning and co-advisory investment services for individual and high‑net‑worth clients and currently reports a very small client roster. The firm’s planning work covers retirement, tax, estate, insurance review, cash‑flow and education funding, while investment implementation is placed on a third‑party platform (Matson Money) rather than held or managed directly by the firm. Smartt typically acts as a co‑advisor and coordinates with Matson Money, custodians and other client‑engaged professionals (e.g., accountants or attorneys) while Matson Money handles discretionary trading and custody. The firm uses a CFP‑aligned six‑step planning process and combines fundamental, technical and cyclical analysis in its recommendations; it also offers fixed‑fee planning engagements and public seminars and workshops that are educational and offered without charge. Distinctive features noted in the brochure include the managing member’s affiliated insurance practice (with limited time spent and disclosed commission potential) and the firm’s regular educational seminars, both of which are less common among peers. Smartt does not custody client assets, does not routinely accept discretionary authority itself, and discloses its co‑advisor arrangements and related conflicts of interest.

To learn more about the advisors currently working at Smartt Wealth Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.