Wealth Planning

SmartWealth Private Guides works with you to uncover what matters most, and helps you turn your life goals into a meaningful plan that spans today, tomorrow and the generations that follow.
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Guidance and insight for you and your family

Managing all aspects of your wealth so they work together toward your goals isn’t simple. Many specialists focus on narrow areas — taxes, business transition, estate law or charitable giving — but rarely under a shared roadmap.

At SmartWealth Private Guides, we help you bring clarity and cohesion to your overall planning, so every part of your wealth strategy supports your intent and long-term priorities.

Wealth Structuring

Work with experts who help you organise your assets and structures so your family is supported and your wishes are clearly reflected in your plan.

Family Governance

Adopt a multi-generational approach to stewardship and planning. We help guide discussions that encourage continuity and shared understanding among family members.

Business Owner & Executive Advisory

Whether you’re maximising compensation, managing wealth tied to a business, or planning your next chapter, we help you shape a strategy with your wider life goals in mind.

Grow, protect and align your wealth:
A strategic plan shaped around you.

We build a complete understanding of your current financial picture and what you want to accomplish with your resources.

Using structured planning tools, we explore a range of potential market scenarios that could influence the likelihood of achieving your goals.

A strong plan helps you stay focused through unexpected changes, challenges and opportunities.

Let's talk
SmartWealth Private Guides and its affiliates do not provide accounting, legal or tax advice. Consult your own professional advisers concerning these matters.

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

To learn more about SmartWealth Private Guides’ investment business, including our accounts, products and services, as well as our relationship with you, please review our SmartWealth Private Guides Form CRS and Guide to Investment Services and Brokerage Products.

SmartWealth Private Guides and its affiliates offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through SmartWealth Securities LLC, a member of FINRA and SIPC. Insurance products are made available through SmartWealth Insurance Agency, Inc., a licensed insurance agency. Products not available in all states.

Please read the Legal Disclaimer for SmartWealth Private Guides regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, SMARTWEALTH PRIVATE GUIDES OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by SmartWealth Private Guides Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.