Meet the team

Learn more about the Austin and Smith Wealth Management Group.

Helping you grow more than wealth

At The Austin and Smith Wealth Management Group, we view wealth not only as assets, but as a legacy – an opportunity to strengthen families for generations.  As a multi-generational team ourselves, we understand the values, hopes and responsibilities that shape each client’s financial journey. Our mission is to cultivate enduring relationships built on trust earned through unwavering integrity, thoughtful stewardship, exceptional service and client-first investment solutions.

Our team of professionals has over six decades of combined experience which brings clear strategies, investment capabilities, and a commitment to our clients and their families that helps ensure lasting prosperity and meaningful financial outcomes.

Through honesty, transparency and focus on our clients’ goals, we seek to add meaningful value in every stage of life so families can enjoy today while preparing for tomorrow.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.