About

Jonathan Smith & Co. is a practice of experienced investment professionals specializing in multigenerational wealth management. Aware that each person’s wealth management needs are unique and often complex, we craft individualized solutions and simplify life’s financial aspects for our clients.

Our mission is to build, protect and manage each client’s wealth through every stage of life. This blog is a place for us to post relevant article and ideas related to investing, planning, and all the other things that keep people up at night. Visit our website at www.jonathansmith.com to learn more about us.

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