Jonathan Smith

Jonathan Smith & Co. Is a practice of experienced investment specialists specializing in multigenerational wealth management. Whether you are thinking about education for your kids or grandchildren, a mid-life career change, retirement, or a general plan to build wealth, we can assist you. Aware that each person's wealth management requirements are unique and often complex, we craft individualized solutions and simplify life's financial aspects for our customers. Our goal is to establish, protect and manage each customer's wealth through every level of life.