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Tracey Daigle (CFP, Other)

Tracey Daigle focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

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:

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

Services we provide:

  • Investment management (asset allocation, risk tolerance, options and restricted stock planning)
  • Retirement planning (pension and Social Security analysis, retirement income projections)
  • 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 Financial Advisor and member of Robinson Smith Wealth Advisors, LLC.  I also serve as the firm’s Chief Compliance Officer and Service and Operations Manager. I have 20 years of professional experience including office management and business ownership.  I have worked for over 8 years in the financial service industry and an additional 6 years in the banking industry. I earned a bachelor’s degree in history from the University of Southern Maine  I hold the Certified Financial Planner™ and Investment Advisor Certified Compliance Professional® designations. 

My husband, Fred, and I make our home in Gorham, ME and we are the proud parents of  Bailey, who just graduated from the University of Richmond, and Bridget, who is a sophomore at Franklin and Marshall College. After spending the last 20 years devoted to my children and their hobbies, I’m appreciating re-exploring some of my old hobbies such as travel, gardening, and photography. 

NAPFA Start Date

July 23, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2 Monument Sq Ste 501 Portland, ME 04101-6004 Phone: (603) 427-8926
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