Meet Jonathan SmithCo.
Jonathan Smith & Co. is a practice of experienced investment professionals specializing in multigenerational wealth management. Whether you are thinking about education for your children or grandchildren, a mid-life career change, retirement, or a general plan to build wealth, we can help you.
Aware that each person's wealth management needs are unique and often complex, we craft individualized solutions and simplify life's financial aspects for our clients. Our mission is to build, protect and manage each client's wealth through every stage of life.