W.A. Smith Financial Group is a leading wealth management firm based in Sheffield Village, OH. With a focus on providing comprehensive financial planning services, they help successful individuals and business owners achieve financial peace of mind through strategies that address key areas such as income planning, investment strategy, tax reduction, legacy planning, and healthcare solutions.
Their Ascend360TM Planning Process, a 4-step comprehensive planning approach, is designed to help clients who have established themselves financially and desire a cohesive financial plan. With a team that stays on top of changing market conditions and offers personalized advice, W.A. Smith Financial Group has been recognized as an award-winning firm, providing exceptional service and results to their clients.
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