What is The Smith Group Tax and Wealth Advisors's NAICS code?

The Smith Group Tax and Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Niche Market Focus The Smith Group specializes in personalized financial planning and wealth management services for individuals and small business owners, presenting opportunities to tailor advanced solutions for high-net-worth clients seeking comprehensive financial strategies.

Tech-Enabled Service Delivery Utilizing a modern tech stack including Squarespace and Google Fonts, the company emphasizes digital presence and user-friendly online engagement, allowing for scalable marketing campaigns and online client onboarding.

Growth Potential With annual revenues ranging from one to ten million dollars and a small team, there is significant scope for expanding service offerings, client base, and geographic reach through targeted outreach and referral networks.

Competitive Positioning While operating in a market with large competitors like Charles Schwab and Fidelity, The Smith Group can differentiate by providing bespoke, highly personalized advisory services, appealing to clients seeking a more tailored approach.

Financial Advisory Partnership Offering services through a registered investment advisor suggests opportunities to collaborate with larger financial institutions for strategic alliances, joint marketing initiatives, or referral arrangements to boost client acquisition.

Similar companies to The Smith Group Tax and Wealth Advisors

The Smith Group Tax and Wealth Advisors Tech Stack

The Smith Group Tax and Wealth Advisors uses 8 technology products and services including Squarespace, Webpack, Google Fonts API, and more. Explore The Smith Group Tax and Wealth Advisors's tech stack below.

Squarespace
Content Management System
Webpack
Development
Google Fonts API
Font Scripts
Modernizr
Javascript Libraries
YouTube
Video Players
Adobe Fonts
Web Fonts
GoDaddy
Web Hosting
Facebook
Widgets

Media & News

The Smith Group Tax and Wealth Advisors's Email Address Formats

The Smith Group Tax and Wealth Advisors uses at least 1 format(s):

The Smith Group Tax and Wealth Advisors Email Formats	Example	Percentage
FLast@tsgwealth.com	JDoe@tsgwealth.com	100%

Frequently Asked Questions

Where is The Smith Group Tax and Wealth Advisors's headquarters located?

The Smith Group Tax and Wealth Advisors's main headquarters is located at 135 Laurens Street Southwest Suite 200 Aiken, South Carolina United States. The company has employees across 2 continents, including North AmericaOceania.

What is The Smith Group Tax and Wealth Advisors's phone number?

You can contact The Smith Group Tax and Wealth Advisors's main corporate office by phone at

+1-803-649-****

. 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 The Smith Group Tax and Wealth Advisors's official website and social media links?

The Smith Group Tax and Wealth Advisors's official website is tsgwealth.com and has social profiles on LinkedIn.

How much revenue does The Smith Group Tax and Wealth Advisors generate?

As of February 2026, The Smith Group Tax and Wealth Advisors's annual revenue is estimated to be $16M.

What is The Smith Group Tax and Wealth Advisors's SIC code NAICS code?

The Smith Group Tax and Wealth Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does The Smith Group Tax and Wealth Advisors have currently?

As of February 2026, The Smith Group Tax and Wealth Advisors has approximately 5 employees across 2 continents, including North AmericaOceania. Key team members include Chief Compliance Officer And Senior Financial Advisor: T. M. D. C. I. C.President: D. U.Business Owner: W. L. S.. Explore The Smith Group Tax and Wealth Advisors's employee directory with LeadIQ.

What industry does The Smith Group Tax and Wealth Advisors belong to?

The Smith Group Tax and Wealth Advisors operates in the Financial Services industry.

What technology does The Smith Group Tax and Wealth Advisors use?

The Smith Group Tax and Wealth Advisors's tech stack includes SquarespaceWebpackGoogle Fonts APIModernizrYouTubeAdobe FontsGoDaddyFacebook.

What is The Smith Group Tax and Wealth Advisors's email format?

The Smith Group Tax and Wealth Advisors's email format typically follows the pattern of FLast@tsgwealth.com. Find more The Smith Group Tax and Wealth Advisors email formats with LeadIQ.

When was The Smith Group Tax and Wealth Advisors founded?

The Smith Group Tax and Wealth Advisors was founded in 2003.

The Smith Group Tax and Wealth Advisors

Financial ServicesSouth Carolina, United States2-10 Employees

At The Smith Group, we understand the process of life planning and the importance of a proactive plan in order to achieve set goals.  Our mission is to identify value-added products & and services, assist in planning, and provide any assistance that might be needed in preparing a successful life plan.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing useful financial information.

Financial planning and Investment Advisory services are offered through Integrated Planning LLC (IPL), a Registered Investment Advisor in the State of South Carolina. For more information, please visit www.adviserinfo.sec.gov.

Company Overview

Headquarters: 135 Laurens Street Southwest Suite 200 Aiken, South Carolina United States
Phone number: +1-803-649-****
Website: tsgwealth.com
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Founded: 2003
Employees: 2-10