Financial stewardship at every stage of your journey
Smith & Co. unites tax strategy and wealth management to provide coordinated guidance throughout the stages of accumulation, preservation, and distribution.
A unified approach to wealth and tax
Most advisors manage investments. Most CPAs handle returns. Smith & Co. unites both—aligning tax and wealth strategies so every decision moves you closer to your goals.
Tax strategy
Our tax team goes beyond compliance to focus on positioning. We structure income, investments, and business entities to minimize tax, maximize opportunity, and align every decision with your broader wealth strategy. From proactive planning to year-round guidance, we keep your financial picture moving forward—tax-efficiently.
Wealth management
Our advisory team develops and monitors wealth strategies that coordinate with your tax planning. We help you evaluate ways to grow assets responsibly, balance risk across portfolios and business interests, and prepare for key life transitions such as retirement or succession. Every plan is tailored to support your clarity and confidence.
Our process for tax-smart wealth
Create and grow wealth
We begin by clarifying your goals, business landscape, and investments to identify considerations for your financial path. Together, we develop a strategy that connects growth objectives with tax awareness.
Protect and preserve
As your wealth and responsibilities evolve, complexity can increase. We offer guidance on asset protection, insurance considerations, and structural planning to help you understand potential risks and options for preservation.
Plan the distribution
We support you as you navigate retirement income, business transition, and estate planning decisions. Our role is to provide clarity around options so your planning can reflect your long-term intentions and values.
Thoughtful strategy for those who think long term.
Our insights and perspective are always evolving to better serve clients who value clarity and intentional planning.
A different kind of planning experience
We offer a personalized approach to wealth management where your goals and values are at the forefront. Our commitment to integrity, collaboration, and compassion helps create an environment where financial decisions can be made with greater confidence and purpose.
Integrated expertise
We bridge tax strategy and wealth management to create a single, coordinated plan. Every decision—whether business, investment, or estate-related—is viewed together to support a cohesive financial picture.
Proactive partnership
We maintain engagement throughout the year, not just at filing time. By anticipating changes and acting early, we help position you for opportunity, stability, and lasting peace of mind.
Generational perspective
We help you explore decisions that reflect your long-term goals, including succession and legacy considerations. Our guidance is intended to support continuity across generations.
Faith-driven mission
Our work is guided by stewardship, service, and purpose. We view financial planning as a way to help others use their resources wisely and live out their values with confidence and clarity.
We have one philosophy…
True wealth isn’t only about the numbers—it’s about alignment. At Smith & Co., every strategy begins with understanding your purpose, values, and vision for the future. We believe money is a tool and that thoughtful stewardship can turn financial complexity into clarity and confidence for generations.
A strategic team, at your service
Brad Smith
CPA, ABV, CVA
Trista Schlossberg
Client Concierge
Jessica Chennault
Operations Manager
Matthew Smith
Relationship Manager
Hannah Reagan
Relationship Manager
Kathy Muir
Senior Tax Accountant
Find clarity for your next step
Whether you’re building, preserving, or preparing to transfer wealth, our team can help you explore planning options that reflect your goals and values. Prefer not to schedule a call yet? Share a few details below, and someone from our team will reach out.