We are an independent wealth advisory firm working with successful people seeking better financial outcomes – for themselves, their families, their futures and their legacies.
No matter their path, our clients all share the common desire to have a trustworthy advisor guide them to make the right decisions about their wealth.
Acting as their fiduciary, we always place our clients’ interests first.
We have deep discussions with our clients because we have deep knowledge to share – which we apply to solve problems, resolve complications, and determine the right course of action.
Smithberg Wealth is a partner firm of Sanctuary Wealth, an advanced platform for elite independent advisors.
Sanctuary provides all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, we are able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.