Smithberg Wealth is led by Roger Smithberg, CFP®, CIMA, and Scott A. Schmidt, CFP®, two experienced advisors who are always eager to help our clients find solutions for their challenges. We emphasize knowledge as the foundation of our service because of our strong belief that, together, experience, education, and insight enhance the objective advice we deliver to our clients.
We provide comprehensive and effective wealth management services because we deploy deep, wide, multidisciplinary expertise as we collaborate with our clients to help them pursue their financial goals.
Heads of multigenerational families
Concerned about loved ones in various stages of life
On their own for the first time
Divorced or widowed individuals
Executives, professionals and entrepreneurs
Thinking about the road to retirement
Smithberg Wealth is a team of experienced, knowledgeable advisors with the credentials, competence and confidence to simplify the complications of your wealth and help you take the right approach to optimizing your financial well-being.