Our team is built to manage and oversee all of your wealth management affairs. Our proprietary processes - Financial Architecture and PlanEXCEL - offer structures in which to integrate all of the key elements of your financial life. Working alongside your legal and tax advisors, we are positioned to execute long-term strategic planning designed to protect and grow wealth across generations.
This design is best executed through a team approach. At Smith Thornton Advisors, LLC, our entire team of financial and investment professionals works together, on your behalf. Each of us brings to the relationship our individual set of skills, training and experiences. Collectively, we strive daily to provide you with the personal service and professional guidance necessary to achieve your financial goals.