Advisor Services

Many of our engagements begin as referrals from clients’ personal advisors – attorneys, accountants, and investment advisors.


Smith Companies, Ltd. has partnered with client advisors for over 35 years, working as part of a coordinated team to provide an exceptional client service experience.

Planning Options

Whether working with a formal family office or with a direct advisor relationship, Smith Companies, Ltd. Wealth Planning Group can assist in quantifying planning alternatives to illustrate the most appropriate, competitive options available.


Underwriting is both a skill and an art. Our expertise has built credibility with major insurance carrier underwriters allowing us to negotiate the best offers for clients.


But it’s not enough to merely provide assistance in placing life insurance products. Things change over time – products, pricing options – but most importantly, clients personal goals. Monitoring is key to providing clients with the full service experience they deserve,