High Net Worth Focus Sheets Smith Wealth Management specializes in serving high-net-worth individuals and their families, indicating an opportunity to tailor premium financial services and estate planning solutions to clients with complex wealth management needs.

Strong Industry Recognition With a ranking of No. 35 on the CNBC Financial Advisor 100 list, the company has demonstrated notable market credibility and industry prominence, making it an attractive partner for high-profile clients seeking reputable advisory services.

Active Investment Strategies Recent substantial investments in diverse asset classes—including equities, ETFs, and alternative assets—highlight the firm’s proactive approach, suggesting potential for offering advanced, personalized investment products to clients seeking sophisticated portfolios.

Regional Expansion Headquartered in Winston-Salem with satellite offices in Atlanta and West Palm Beach, the firm is strategically positioned in growth markets, creating opportunities for sales of region-specific financial solutions and expanding customer outreach.

Financial Strength With revenues estimated between $25 million and $50 million and a dedicated team focused on wealth management services, the company is well-positioned to invest in advanced technological platforms and scalable advisory solutions for attracting more high-net-worth clients.