About Us

At Smith Wealth Management Group TX, we offer access to full-service retirement and financial planning. We recognize after many years in this industry, we are truly about guiding our clients along their unique financial path. We understand that life changes and needs evolve over time, and new strategies may need to be implemented to achieve and maintain a work-optional lifestyle. We have developed and refined a proprietary process called the P23 Process. Our process integrates wealth management with risk and debt management, tax planning, and philanthropy. Our objective is to take all the pieces of your financial puzzle and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Smith Wealth Management Group TX and the P23 Process follow a time-tested formula to guide you toward financial independence. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC