Smith & Wood Wealth Management

Branch Team

Jimmy Smith, AAMS® - Managing Director – Investments
Scott Wood, CFP - Managing Director – Investments

OUR APPROACH

“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 associates Marsha Mayben and Lila Touchstone. 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.

AREAS OF CONCENTRATION

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Portfolio Management
  • Retirement Planning
  • Wealth Management

Location

Address:
1605 Martha Berry Blvd NW Rome, GA 30165

Phone: 706-292-3600
Toll Free Phone: 855-292-6255