17011 Beach Blvd.
Providing solutions to help you plan and retire well
A proven and trusted relationship
The technology and resources you need
I'm pleased to announce my daughter, Kelly Smith has joined the team!
Announcing Our New Office Location
We are located in the iconic Ocean Plaza building.
Centrally located at the intersection of Beach & Warner in Huntington Beach!
Plenty of available parking just out front!Smith Wealth Partners17011 Beach Blvd, Suite 900Huntington Beach, CA 92647
Bull and Bear Go To Market
Preparation is the Key to Retirement
Find Your Risk Nmber Today
We create financial strategies tailored to your goals.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.