Wealth Accumulation Financial

At WealthSmith Financial Planning, our mission is to empower individuals and business owners to achieve their financial goals and build lasting wealth. With our affiliation with Cantella & Co., Inc., a Registered Investment Advisor, we provide investment and financial advisory services that cater to our clients' unique needs and goals.

Our Philosophy

At WealthSmith Financial Planning, we believe that financial planning is more than just a series of transactions and investments. It's about understanding our clients' goals, values, and aspirations, and creating a personalized plan to help them achieve financial security and independence. Our team is committed to providing exceptional service, professionalism, and expertise to ensure that our clients receive the highest level of care and attention.

Our Services

We offer a comprehensive range of services designed to help individuals and business owners achieve their financial objectives. Our services include:

Investment, Financial Planning & Retirement Planning

We design and implement customized investment and financial plans that cater to the unique needs and goals of our clients. Our expertise in investment management, financial planning, and retirement planning helps our clients achieve financial freedom and peace of mind.

Comprehensive Financial Planning

Our comprehensive financial planning services involve a detailed review and analysis of all facets of your financial situation, including cash flow analysis, retirement planning, risk management, investment management, tax management, and estate planning. By understanding your financial situation and goals, we can recommend a personalized plan to help you achieve financial success.

Retirement Income Planning

As an individual or business owner, it's essential to plan for retirement and ensure that you have a sustainable income stream to support your lifestyle. Our retirement income planning services help you create a customized plan to ensure that you can sustain your lifestyle in retirement.

Investment Advisory Services

Investing in today's market can be complex and overwhelming. Our investment advisory services help you navigate the market and make informed investment decisions. We offer a range of advisory programs designed to meet the unique needs and goals of our clients.

Our Expertise

At WealthSmith Financial Planning, we pride ourselves on our expertise in the following areas:

• Wealth Accumulation and Financial Planning
• Retirement Income Planning
• Business Secession/Exit Planning
• Estate Planning and Wealth Transfer
• Risk Management

Contact Us

To learn more about our services and how we can help you achieve your financial goals, please feel free to schedule a consultation or contact us at gary@wealthsmithfp.com or 207-850-0075.