Smith Partners Wealth Management Email Format
Investment ManagementNorth Carolina, United States2-10 Employees
Smith Partners Wealth Management is a small investment management firm based in Greensboro, North Carolina. Established more than three decades ago, it provides comprehensive financial planning, research, and fee-only fiduciary investment management. The firm also offers CFO services tailored for high-net-worth individuals, businesses, and foundations. It aims to build, protect, and manage clients' wealth through every stage of life, reflecting its client-centered, fiduciary approach. As a small team, it operates within the investment management industry to support clients with objective planning and oversight. In July 2022, the firm announced the addition of Jordan Johnson as Associate Financial Planner and Operations Specialist.