David Smith (CFP®, CIMA®)

David Smith focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Business Owners

Corporate Executives

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Robinson Smith Wealth Advisors is a financial services and investment firm dedicated to providing comprehensive wealth management for high net-worth individuals. Our philosophy is simple: Wealth should be a source of enjoyment, not a source of contention. We aim to take the stress out of financial planning so our clients can enjoy life both now and in the future.

Who we serve:

Executives & Professionals Planning for Retirement
Business Owners/Unique Financial Situations
Retirees
Women Investors

Services we provide:

Investment management (asset allocation, risk tolerance, stock options and restricted stock planning)
- Download our free Portfolio Review Checklist
Retirement planning (pension and Social Security analysis, retirement income projections)
- Review our Quickstart Guide to Preparing for Retirement
Risk management analysis (life, disability, long-term care, liability insurance)
Estate planning guidance (estate plan, trusts, family legacy)
Tax planning strategies (charitable giving, tax loss harvesting, required minimum distributions, Roth conversions)
College planning
Executive benefit planning
Employee benefits analysis
Strategies for business owners (retirement plan options, etc.)
Inheritance strategy & management

Additional Information

I am a Senior Financial Advisor and my firm’s Chief Investment Officer. I have more than 30 years’ experience in the financial services industry and hold the Certified Investment Management Analyst™ and Certified Financial Planner™ designations; I am a Managing Member of the firm.

Before joining Robinson Smith, I was a Managing Director at BlackRock, one of the world’s premier global asset and risk management firms. Prior to that, I worked with investment advisors and high-net-worth individuals at Forward Management, Citizens Funds, and Fidelity Investments. I hold a Bachelor’s degree in psychology from the University of Cincinnati.

I am active in the community and have served on Boards for the YMCA and the Seacoast Repertory Theatre. I have also coached baseball, basketball, and flag football. My wife, Wendi, and I live in the wonderful community of Kensington, N.H. I have three boys that are now in college or early in their careers. A Cleveland native, I enjoy following the city's sports teams. I also closely follow my alma mater, the Cincinnati Bearcats. I enjoy playing basketball, traveling and appreciating food and wine.