Introducing "Hook Line and Thinker!" Hosted by Michael Mueller CFP?and Elijah Hooker, this series will provide quick insights into all-things investment, including compound interest, shrinkflation, mutual funds, hedge funds and more. Whether you're a young professional on the rise or a seasoned investor, there's something in Hook Line + Thinker for you. Check out our first set of videos and subscribe: https://lnkd.in/eqCeNWi8. #WealthBuilding #PersonalFinance #WealthManagement
Smith + Howard Wealth Management, LLC
投资管理
Atlanta,GA 531 位关注者
There's wealth management and then there's Smith and Howard.
关于我们
Meet Smith and Howard Wealth Management. More than simply wealth management advisors, our team of enterprising, values-driven strategists combines a personalized approach, years of expertise and technology to help guide you toward your financial goals. Together, we’ll navigate the maze of issues that affect the growth and preservation of wealth to help you advance your personal mission. Explore our page and visit our website to learn more about who we are and what we do!
- 网站
-
https://www.smithhowardwealth.com
Smith + Howard Wealth Management, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Atlanta,GA
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Investment Management、Financial Planning、Tax Planning、Risk Management、Administrative Services和Legal Coordination
地点
-
主要
271 17th St NW, Ste2100
US,GA,Atlanta,30363
Smith + Howard Wealth Management, LLC员工
-
Tim Agnew
-
Jeff Brandon, CFP?, CEPA?
Senior Financial Planner and Business Exit Planner serving Executives, Business Owners, and High Net Worth Families to ensure they make informed…
-
Rob Kaercher, AIF(r) CIMA(r)
Helping Business Owners and Professionals Plan For Their Retirement Well Being
-
Brad Swinsburg
Chief Investment Officer at Smith + Howard Wealth Management serving affluent individuals, families, and charitable organizations.
动态
-
Tune in to this week’s "Why S+HWM Series" featuring Michael Mueller CFP?, our Senior Financial Planner. Learn why he’s dedicated to Smith + Howard Wealth Management and how his approach shapes his role. #SmithandHowardWealthManagement #EstatePlanning #InvestmentManagement #SmarterBetterEveryday
"Why" S+HWM Series: Michael Mueller, Senior Financial Planner
https://www.youtube.com/
-
This Wednesday’s "Why S+HWM Series" features Jeff Brandon, CFP?, CEPA?, our Senior Wealth Planner. Discover what inspires his approach and commitment to our clients. #SmithandHowardWealthManagement #EstatePlanning #ExitPlanning #Responsive #Creative #Practical
"Why" S+HWM Series: Jeff Brandon, Senior Wealth Planner
https://www.youtube.com/
-
New space, same commitment to excellence. With the right size and flow, we’re set to deliver extraordinary results in a collaborative work environment. #SmithandHoward #Collaboration #SmarterBetterEveryday
-
ETFs, or exchange-traded funds, offer broad diversification, tax efficiency, and cost-effectiveness, making them a popular choice for investors. In this video, Elijah Hooker explains how ETFs can enhance your investment strategy—watch it now on YouTube. #ETFs #Investing #Diversification #TaxEfficiency #InvestmentStrategy
Exchange-Traded Funds (ETFs)
https://www.youtube.com/
-
In this week's "Why S+HWM Series," hear from Rob Kaercher, AIF(r) about why he values Smith + Howard Wealth Management’s client-first approach. #SmithandHowardWealthManagement #InvestmentManagement #FinancialPlanning #CommittedToClients
"Why" S+HWM Series: Rob Kaercher, Wealth Manager
https://www.youtube.com/
-
We’ve officially moved into our new space! Our Atlanta office, designed with open layouts and collaborative spaces, promotes connectedness and easy interaction between guests and employees. It’s a bright, flexible environment that drives growth and opportunity—just like our culture. Look for peeks into the new space over the coming weeks.??#SmithandHowardAtlanta #StrongerTogether?
-
With unreliable indicators for stocks, investors are better off focusing on reliable metrics. In this video, Brad Swinsburg highlights the disconnect between economic growth and stock performance and why opinions on economic conditions may lead to poor investment decisions. #InvestmentStrategy #SP500 #FinancialInsights?
The Economy Doesn’t Tell An Investor What They Think
https://www.youtube.com/
-
This Wednesday, the "Why S+HWM Series" spotlights Elijah Hooker, our Investment Analyst. Learn how his personal and professional goals align with the values of Smith + Howard Wealth Management. #SmithandHowardWealthManagement #InvestmentManagement #FinancialPlanning #EverythingWithExcellence
"Why" S+HWM Series: Eli Hooker, Investment Analyst
https://www.youtube.com/