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Merrill Lynch Financial Advisor Barry W Smith Jr
800 Capitol Street, Houston, Texas, United States
About the Merrill Lynch Financial Advisor Barry W Smith Jr
The Merrill Lynch Financial Advisor Barry W Smith Jr, located at 800 Capitol Street in Houston, Texas, takes a distinctive, multi-generational approach to wealth management. The Smith Wealth Management Group believes in managing not just your money, but also your decisions around money. They work closely with clients such as active and retired physicians, corporate executives, consultants, and multiple generations of their families to create personalized financial strategies that fit like puzzle pieces. With a focus on planning-based approaches and regular communication with clients, the team at The Smith Wealth Management Group aims to provide sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer.
Barry Jr's background as a CPA brings a high level of tax awareness to the team, allowing them to identify, optimize, and maintain clients' tax efficiencies. The team collaborates with clients' CPAs and tax attorneys to align financial and tax minimization strategies that benefit generations of families. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, with a focus on understanding each client's unique circumstances, preferences, achievements, and ambitions.
With a smaller group of clients, the team can provide a more personalized approach and be more granular in their strategies. They offer extensive knowledge and an uncommon perspective on wealth management, driven by a desire to help clients build and preserve solid, long-lasting wealth. The team listens to clients and the markets to create personalized investment portfolios based on risk tolerance, objectives, and personal preferences. They also focus on tax management beyond capital gains, developing strategies for legacy and estate planning that align with clients' current and future needs.
Supported by the global resources of Merrill Lynch, the team at The Smith Wealth Management Group is dedicated to building strong client relationships based on trust and personalized service. If you are looking for a financial advisor who goes beyond managing your money to help you make informed decisions and achieve your financial goals, The Smith Wealth Management Group may be the right fit for you.
Photos of Merrill Lynch Financial Advisor Barry W Smith Jr
800 Capitol St, Houston, TX 77002, United States
Opening hours of Merrill Lynch Financial Advisor Barry W Smith Jr
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
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