Robinson Smith Wealth Advisors, LLC
We are fee-only financial advisors providing services to clients across the U.S. from offices located in Portland, Maine and Portsmouth, New Hampshire. We are an organization based on service and consultation with clients, not selling. We provide comprehensive wealth management for high net-worth individuals and believe that a sound investment strategy serves as the foundation for a well-constructed financial plan. We believe in a long-term, strategic investment strategy along with a comprehensive financial plan to act as a road map for achieving your most valued and important financial and life goals. We aim to take the stress out of financial planning so our clients can enjoy life both now and in the future.
RSWA traces its roots back to 1995 and has offered comprehensive financial planning along with investment management from the beginning. Today our team consists of several members experienced in managing large portfolios for clients in Maine, New Hampshire, Florida and across the country. Our growing firm manages $330M in assets while serving over 180 clients. But we are not just here to manage portfolios; we are here to make a difference. Which is why we are passionate about working with our clients, so they can reach their goals and live their best life.
Visit our website for a complimentary "Starter" Financial Checkup, review our Retirement Planning Guide, or catch up on our latest blog post! While you are there, sign up for Financial Advisor Insights; our weekly newsletter covering current events surrounding the economy, investing, and financial planning plus a few lifestyle articles.