Company

Smith + Howard Wealth Management, LLC

Investment Management Atlanta, Ga, United States 12 employees

Employees: 12
Contacts: 4
Emails: 4
Phones: 2

www.smithhowardwealth.com LinkedIn

Smith + Howard Wealth Management, LLC Overview

Headquarters: Atlanta, Ga, United States
Website: www.smithhowardwealth.com
Industry: Investment Management
Employees: 12
Founded: 1999
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Financial Planning Tax Planning Risk Management Administrative Services Legal Coordination

About Smith + Howard Wealth Management, LLC

Meet Smith and Howard Wealth Management. More than simply wealth management advisors, our team of enterprising, values-driven strategists combines a personalized approach, years of expertise and technology to help guide you toward your financial goals. Together, we’ll navigate the maze of issues that affect the growth and preservation of wealth to help you advance your personal mission. Explore our page and visit our website to learn more about who we are and what we do!

Smith + Howard Wealth Management, LLC Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Smith + Howard Wealth Management, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Brad Swinsburg	Chief Investment Officer at Smith + Howard Wealth Management Serving Affluent Individuals, Families, and Charitable Organizations.	Atlanta Metropolitan Area, United States	Email
Jeff Brandon, Cfp®, Cepa™	Senior Financial Planner and Business Exit Planner Serving Executives, Business Owners, and High Net Worth Families to Ensure They Make Informed	Newnan, Georgia, United States	Email Phone
Rob Kaercher, Aif(r) Cima(r)	Helping Business Owners and Professionals Plan for Their Retirement Well Being	Atlanta Metropolitan Area, United States	Email
Tim Agnew		Atlanta Metropolitan Area, United States	Email Phone