Unlock the potential of your wealth


During my years as a financial advisor, I’ve learned that while every client has a distinct set of needs and goals, one thing is constant: as their level of success increases, so does the complexity of their financial situation.

That’s why my team and I specialize in unwinding even the most tangled financial webs—because we want to help you focus on enjoying your wealth rather than worrying about it. We invite you to view the video below to learn more and contact us today to discuss how we can help you unlock the potential of your wealth.

Thomas Smith named a Forbes Best-in-State Top Wealth Advisor for the 5th consecutive year

I am very proud that I have been named a Forbes Best-in-State Top Wealth Advisors in 2019, 2020, 2021, 2022 and 2023. I was also named an AdvisorHub Advisor to Watch in 2022 and 2023. It’s an honor to have been nationally recognized as one of the best in the industry—because it means I am serving my clients well.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Thomas' featured video

Kevin Cashion, a partner in the East Texas CPA firm, Gollob Morgan Peddy sits down with Thomas to discuss tips and best practices if you encounter an audit from the IRS.

See more of Thomas' video archive here

 

Insights by Thomas Smith

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