“Treat your clients the way you want to be treated” is the ideological cornerstone of our financial services practice. It’s also an approach to client service shared by our firm, Benjamin F. Edwards.
Our process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.
Together, Jimmy Smith and Scott Wood formed Smith & Wood Wealth Management — along with our associate Marsha Mayben. Whether you’re planning to send a loved one to school, preparing for retirement, or passing your wealth to the next generation, we have over 50 years of combined financial services experience to implement investment strategies that will help you move smoothly through life’s transitions. We provide top-notch client service and quality advice, today, tomorrow and in the many years ahead.