Insights

High Net Worth Focus Target RSWA as a boutique fiduciary advisory firm serving high net worth executives and working professionals, suggesting upsell opportunities for expanded wealth management services, estate planning coordination, and personalized service offerings.

Digital Engagement RSWA maintains a weekly newsletter and blog with investing and planning content, indicating receptiveness to digital marketing, content partnerships, and co-branded educational webinars to generate qualified leads.

Recent Asset Shifts Notable recent ETF and stock investments (Schwab US Broad Market ETF, Vanguard Short-Term Bond ETF, Home Depot) suggest potential demand for custodian-friendly advisory tech, portfolio analytics, and managed account solutions that align with stock and ETF allocations.

Growth & Talent Hiring activity including new joiners signals firm expansion; sales opportunities exist in premium client onboarding, scalable advisory platforms, and white-label or outsourced investment research services to support growth.

Awards & Credibility Gold Medal recognition in wealth management and financial planning enhances credibility; leverage awards in prospecting, partnerships, and referrals, and propose co-marketing with the firm to widen reach.

Robinson Smith Wealth Advisors, LLC Tech Stack

Robinson Smith Wealth Advisors, LLC uses 8 technology products and services including GSAP, Goober, Envoy, and more. Explore Robinson Smith Wealth Advisors, LLC's tech stack below.

GSAP

Javascript Frameworks

Goober

Javascript Libraries

Envoy

Load Balancers

HubSpot

Marketing Automation

Online Community Software

HTTP/3

Web & Portal Technology

Google Analytics

Web Analytics

Google Plus

Widgets

Robinson Smith Wealth Advisors, LLC Email Formats	Example	Percentage
FLast@robinsonsmithwealth.com	JDoe@robinsonsmithwealth.com	100%

Robinson Smith Wealth Advisors, LLC Email Formats

Example

Percentage

FLast@robinsonsmithwealth.com

JDoe@robinsonsmithwealth.com

100%

Frequently Asked Questions

What is Robinson Smith Wealth Advisors, LLC's phone number?

You can contact Robinson Smith Wealth Advisors, LLC's main corporate office by phone at

+1-207-874-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Robinson Smith Wealth Advisors, LLC's official website and social media links?

Robinson Smith Wealth Advisors, LLC's official website is robinsonsmithwealth.com and has social profiles on LinkedIn.

How much revenue does Robinson Smith Wealth Advisors, LLC generate?

As of August 2026, Robinson Smith Wealth Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is Robinson Smith Wealth Advisors, LLC's NAICS code?

Robinson Smith Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Robinson Smith Wealth Advisors, LLC have currently?

As of August 2026, Robinson Smith Wealth Advisors, LLC has approximately 9 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer And Senior Financial Advisor: T. M. D. C. I. C.Sr. Financial Advisor & Managing Member: D. M. S. C. C.Financial Advisor: W. M.. Explore Robinson Smith Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Robinson Smith Wealth Advisors, LLC belong to?

Robinson Smith Wealth Advisors, LLC operates in the Financial Services industry.

What technology does Robinson Smith Wealth Advisors, LLC use?

Robinson Smith Wealth Advisors, LLC's tech stack includes GSAPGooberEnvoyHubSpotLinkedInHTTP/3Google AnalyticsGoogle Plus.

What is Robinson Smith Wealth Advisors, LLC's email format?

Robinson Smith Wealth Advisors, LLC's email format typically follows the pattern of FLast@robinsonsmithwealth.com. Find more Robinson Smith Wealth Advisors, LLC email formats with LeadIQ.

When was Robinson Smith Wealth Advisors, LLC founded?

Robinson Smith Wealth Advisors, LLC was founded in 1995.

Robinson Smith Wealth Advisors, LLC

Q: What technology does Robinson Smith Wealth Advisors, LLC use?

Robinson Smith Wealth Advisors, LLC's tech stack includes Headroom.js, HSTS, HubSpot, Google Plus, Google Fonts API.

Q: What is Robinson Smith Wealth Advisors, LLC's NAICS code?

Robinson Smith Wealth Advisors, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesMaine, United States2-10 Employees

Robinson Smith Wealth Advisors, LLC is a small financial services firm based in Portland, Maine, offering independent fiduciary, fee-only financial guidance. Its services are targeted to high net worth executives and working professionals, helping them define and pursue financial goals while managing and enjoying their wealth. The firm emphasizes objective planning and investment oversight conducted in the client's best interests.

In addition to one-on-one advising, RSWA provides educational content through a weekly newsletter and various investing and planning articles on its website. A notable recent development is the hiring of Wesley McNeillie in July 2024, reflecting the firm's ongoing effort to expand its advisory capacity.

Insights

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