Goal-Oriented Wealth Management
We Help You Reach Your Financial Goals for Life.
When creating a portfolio, Smith, Frank & Partners measures performance within the context of your long-term financial goals. We do not make long-term decisions based on short -term market conditions. Many investors allow media noise to influence their day-to-day investment philosophy. While we recognize the emotions of investors, we follow a disciplined methodology and choose an unemotional approach that does not distract us from an appropriate investment strategy. Many traditional advisors may base their investment strategy solely on their client's maximum risk tolerance, assuming unnecessary risk in an effort to attain unrealistic reward. Our investment management approach incorporates your risk tolerance into the broader framework of specific goals and needs.
You can expect Smith, Frank & Partners to understand what you want to accomplish, and to develop and manage your portfolio accordingly while inviting the least possible risk.
Let Us Help You Create a Lasting Financial Legacy.
We also realize that, for many, investment goals extend beyond individual needs to the creation of a legacy for one’s family. Legacy planning aims to assure clients that their wealth, wisdom and values will be transferred in accordance with their wishes. If desired, Smith, Frank & Partners will help educate your family and integrate them into your wealth management plan, creating a lasting financial legacy.
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.