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


This Office

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