Investment Advisor Near You
Welcome to Joffrey Smith Financial Group, your trusted partner in comprehensive investment management. As a CERTIFIED FINANCIAL PLANNER™ and leader in the field of wealth management, Joffrey Smith and his team are dedicated to helping individuals and families maximize their wealth potential while effectively managing risk.
At Joffrey Smith Financial Group, we understand that each investor has unique goals, preferences, and risk tolerances. That's why we believe in customized investment portfolios tailored to your specific needs. We take the time to understand your financial objectives, time horizon, and risk appetite, enabling us to design a personalized investment strategy that aligns with your goals.
But our commitment to our clients doesn't stop at the initial portfolio creation. We believe in ongoing monitoring and adjustments to ensure that your investments stay aligned with your objectives and adapt to changing market conditions. We closely track the performance of your portfolio and make proactive adjustments as necessary, leveraging our expertise in portfolio management and risk management.
401(k) Rollovers
If you're considering a 401(k) rollover, our experts can provide the guidance and support you need. We explain the benefits of rolling over your retirement funds and assist you in navigating the rollover process. By consolidating your retirement accounts, you can gain better control over your investments, streamline your financial management, and potentially unlock additional opportunities for growth.
Business Planning
As experienced advisors, we understand the unique challenges and opportunities that business owners face. We offer specialized wealth management strategies tailored to optimize both business profits and personal wealth. From retirement planning to tax planning and estate planning, we assist business owners in aligning their financial goals with their business objectives.