Rhoads Lucca Capital Management

Who We Are

At Smith Anglin, we are dedicated to providing exceptional wealth management services to our clients. As a leading financial management firm based in Dallas, Texas, we have been serving pilots, families, and business owners for over 50 years. Our team of expert wealth advisors is committed to helping individuals and families achieve their financial goals and enjoy a lifetime of peace of mind.

Our Story

Founded in 1967, Smith Anglin began as a traditional accounting firm specializing in tax planning. Over the years, we have evolved to become a comprehensive wealth management firm, providing planning and financial advice to pilots, families, and business owners. With extensive knowledge of airline plan benefits for major carriers, including Southwest, United, American, FedEx, Delta, JetBlue, and Spirit, we are well-equipped to help our clients navigate the complexities of their financial situations.

Our Mission

At Smith Anglin, our mission is to meticulously secure the financial well-being of our clients over the course of their lives. We are committed to providing personalized financial planning and investment management services that reflect each client's unique goals, values, and priorities. Our expert team of advisors works diligently to help our clients achieve their financial objectives, ensuring they enjoy a lifetime of peace of mind and financial security.

Our Core Values

At Smith Anglin, we live by a set of core values that guide our behavior and decision-making:

• Be Kind: We support each other with a servant's heart and are respectful and respectable.
• Excel: Small efforts can translate into big wins, and we engage, innovate, and persist until we reach our goals.
• Balance: We understand that work, just like life, has its peaks and valleys, and our attitude can help us minimize the high highs and low lows.
• Stay SMART: We seek knowledge through continuing education, peers, and mentors, and when we know better, we do better.
• Integrity: Honesty and trustworthiness are essential to our relationships with our clients, our colleagues, and our community.

Our Services

At Smith Anglin, we offer a comprehensive range of financial services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We help our clients create a personalized financial plan that aligns with their goals, values, and priorities.
• Investment Management: Our team of expert advisors manages investment portfolios designed to grow our clients' wealth and provide a steady income stream.
• Tax Planning: We provide expert tax planning and preparation services to help our clients minimize their tax liability and maximize their savings.
• Estate Planning: We help our clients create a comprehensive estate plan, including wills, trusts, and powers of attorney, to ensure the smooth transfer of their assets to their loved ones.
• Insurance Services: Our team offers expert guidance on insurance planning, including life insurance, disability insurance, and long-term care insurance.
• CPA Services: Our expert accountants provide a range of accounting and tax services, including tax preparation, audit representations, and financial statement preparation.

Why Choose Us

At Smith Anglin, we are dedicated to providing exceptional service to our clients. With over 50 years of experience, we have built a reputation for integrity, honesty, and trustworthiness. Our team of expert advisors is committed to helping our clients achieve their financial goals and enjoy a lifetime of peace of mind. Trust us to be your partner in achieving your financial objectives.