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

Boutique scale Small firm size (2-10 employees) presents high-touch service opportunities for personalized financial planning, enabling cross-sell of comprehensive wealth management and small business solutions to owners and key staff.

Integrated advisory Financial planning and investment advisory are offered through a registered advisor (IPL), signaling potential for partnerships around turnkey investment strategies, fiduciary planning services, and co-branded offerings to expand client portfolios.

Growth window Revenue in the range of $1M–$10M indicates a growth phase with appetite for scalable technology, marketing plans, and productized services to attract AUM and convert prospects from neighboring firms.

Tech modernization Current tech stack includes modern web and accessibility tools; there is room to upsell client portal enhancements, cybersecurity improvements, and marketing automation to improve client experience and efficiency.

Market positioning Operating in financial services with peers that have large scale suggests a need for strategic partnerships, white-labeled solutions, and differentiated offerings to compete for high-net-worth and business-owner clients.

The Smith Group Tax and Wealth Advisors Tech Stack

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

Webpack

Development

Google Fonts API

Font Scripts

Stimulus

Javascript Frameworks

Modernizr

Javascript Libraries

HSTS

Security

Adobe Fonts

Web Fonts

GoDaddy

Web Hosting

Sitelinks Search Box

Web Tools And Plugins

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

The Smith Group Tax and Wealth Advisors Email Formats

Example

Percentage

FLast@tsgwealth.com

JDoe@tsgwealth.com

100%

Frequently Asked Questions

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 August 2026, The Smith Group Tax and Wealth Advisors's annual revenue is estimated to be $1M - $10M.

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 August 2026, The Smith Group Tax and Wealth Advisors has approximately 5 employees across 1 continents, including North America. Key team members include Chief Compliance Officer And Senior Financial Advisor: T. M. D. C. I. C.Owner: W. S.Construction Inspector: J. V.. 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 WebpackGoogle Fonts APIStimulusModernizrHSTSAdobe FontsGoDaddySitelinks Search Box.

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

The Smith Group Tax and Wealth Advisors is a small financial services practice based in Aiken, South Carolina. It provides a broad range of financial planning and wealth advisory services to individuals and business owners, with a focus on proactive planning to help clients pursue defined life goals.

Financial planning and investment advisory services are delivered through Integrated Planning LLC, a registered investment adviser in South Carolina. The firm operates as a full-service financial services provider with a local footprint, supported by a compact team.

Insights

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