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Insights

Targeted Wealth Boutique financial services firm with small team size indicates high potential for personalized advisory services, cross-selling investment planning and retirement solutions to individuals and small business owners.

Integrated Planning Partnership with Integrated Planning LLC for investment advisory suggests opportunities to offer holistic financial planning, risk management, and tax-optimized strategies to clients seeking cohesive wealth management.

Tech Enablement Light tech stack including Squarespace and modern analytics tools presents an opening to offer scalable digital onboarding, client portal enhancements, and data-driven planning to improve client experience.

Growth Readiness Revenue in the low to mid single digits with enterprising scope signals up-selling potential to comprehensive financial services, including retirement planning, tax strategies, and business owner planning.

Industry Positioning Operating in financial services with large incumbents as peers but a smaller firm footprint provides a foothold for targeted partnerships, referral networks, and niche service differentiation to attract mid-market clients.

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, Squarespace Commerce, and more. Explore The Smith Group Tax and Wealth Advisors's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Sitelinks Search Box
    Web Tools And Plugins

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

The Smith Group Tax and Wealth Advisors uses at least 1 email format:
The Smith Group Tax and Wealth Advisors Email FormatsExamplePercentage
FLast@tsgwealth.comJDoe@tsgwealth.com
100%

Frequently Asked Questions

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconThe 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?

Minus sign iconPlus sign icon As of September 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 and NAICS code?

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

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

Minus sign iconPlus sign iconAs of September 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., Founding And Managing Member: J. B. and Owner: W. 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?

Minus sign iconPlus sign iconThe Smith Group Tax and Wealth Advisors operates in the Financial Services industry.

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

Minus sign iconPlus sign iconThe Smith Group Tax and Wealth Advisors's tech stack includes Squarespace, Webpack, Squarespace Commerce, Microsoft 365, JSON-LD, Modernizr, Google Tag Manager and Sitelinks Search Box.

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

Minus sign iconPlus sign iconThe 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?

Minus sign iconPlus sign iconThe Smith Group Tax and Wealth Advisors was founded in 2003.
The Smith Group Tax and Wealth Advisors logo

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.

Section iconCompany Overview

Phone number
+1-803-649-****
Website
tsgwealth.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    The Smith Group Tax and Wealth Advisors's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Chief Compliance Officer And Senior Financial Advisor at The Smith Group Tax and Wealth Advisors
    T. M. D. C. I. C.
    Chief Compliance Officer And Senior Financial Advisor
    Mobile Phone
  • Founding And Managing Member at The Smith Group Tax and Wealth Advisors
    J. B.
    Founding And Managing Member
    Mobile Phone
  • Owner at The Smith Group Tax and Wealth Advisors
    W. S.
    Owner
    Mobile Phone
  • Construction Inspector at The Smith Group Tax and Wealth Advisors
    J. V.
    Construction Inspector
    Mobile Phone

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