We have you covered. Our comprehensive financial planning approach helps individual investors, businesses and non-profit organizations create financial plans that are easy to understand and can be acted upon.
Wealth Management Services
We believe in evidence-based investing and diversification backed by academic research. Through an appropriate blend of asset classes we help you develop an investment strategy that manages both risks and returns. We are well versed in portfolio management and maintain strict fiduciary standards.
Trust and Estate
Once your estate plan is complete we will work with you or your attorney to develop a comprehensive investment strategy to manage trust assets. Smith Bruer Advisors works with Advisors Private Wealth Trust, a corporate trustee exclusively available to registered investment advisors.
We have a proactive approach and a range of strategies intended to help you be tax efficient and well positioned for policy changes.
Credit and Banking Advisory
As a part of a comprehensive financial plan, we advise you on personal and business credit and banking options that are offered through various banking institutions.
Let us guide you to insurance coverage that makes sense for you and your family. We offer consultation on life, long-term care and disability insurance solutions as part of your financial plan.