FINANCIAL

Financial Services for Individuals

With over 75 years of combined wealth and risk management experience, our team will take the time to understand your unique situation and partner with you to help achieve your goals and dreams.

From growing and protecting your assets, to managing taxes and planning your future, you can be sure that your Smith Brothers team will be there every step of the way, to help you find financial peace of mind.

Financial Planning Services

      • Personalized Financial Planning
      • Retirement Planning
      • Estate and Trust Planning
      • Income Management and Planning
      • College Funding Solutions
      • Credit and Lending Management
      • Insurance Planning and Review
      • Life Insurance Audits for Trusts
      • Charitable Giving
      • Special Needs Planning

Investments and Portfolio Management

      • Fixed Income
      • Equities
      • Mutual Funds
      • Structured Investments
      • Managed Accounts
      • Asset Allocation Models
      • Alternative Investments
      • Stock Options and Restricted Stock Management
      • Concentrated Stock Strategies

> Meet your financial services team

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. PO Box 64284 St. Paul, MN 55164 (800)800-2638. Smith Brothers and Woodbury Financial Services, Inc. are not affiliated entities. Services offered only where licensed to do business. Currently licensed in CT, MA, NH, MD, NY, NJ, RI, VA, FL