WealthSmith Financial Planning-Introducing Our Services:
We are a Wealth Accumulation, and Financial Planning firm. We design and implement the appropriate financial plan for Small Business Owners and Individuals to meet their desired goals. We stay with you as a financial resource from the beginning of the process to the fulfillment of your goals. It is not uncommon for our relationship to last several decades, and even progress through to the next generation. Some, but not all of the area's that we assist with are: Wealth accumulation and tax strategies during your working years; on-going financial planning and income distribution planning at the commencement of retirement; estate planning and wealth transfer to the next generation; risk management to insure that the appropriate levels of protection are in place to protect you and your loved ones. Our practice utilizes many different financial and insurance solutions to meet the desired results.
.See Profile Below.
Also note that Third Party posts do not reflect the view of Cantella & Co., Inc. and any links to third party sites are believed to be reliable but have not been independently reviewed by Cantella &Co., Inc.
Please be advised I am registered to conduct business in Maine and New Hampshire. Securities Offered Through Cantella & Co., Inc., Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to my website section.
I currently hold the CFP, ChFC and AIF designations. Along with the following FINRA licenses: Series 6, 7, 24, 63, 65.
Visitors to this profile must avoid endorsing or recommending me or my services as such testimonials are prohibited under State and Federal Securities Laws.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 75 Pearl St,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.wealthsmithfp.com
- HQ
- Portland, Maine
Wealthsmith Financial Planning, Llc Questions
Wealthsmith Financial Planning, Llc's website is http://www.wealthsmithfp.com
Wealthsmith Financial Planning, Llc's LinkedIn profile is https://www.linkedin.com/company/wealthsmith-financial-planning-llc
Wealthsmith Financial Planning, Llc has
1 employees.
View email and phone details for 1
employees at Wealthsmith Financial Planning, Llc.
Wealthsmith Financial Planning, Llc's industry is
Investment Management
Wealthsmith Financial Planning, Llc's top competitors are
Wealthsmith Consult (Pty) Ltd,
Wealthsmith Group, Inc.
Wealthsmith Financial Planning, Llc's categories are Investment Management
Wealthsmith Financial Planning, Llc's founding year is 2014
