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)
- 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
- Learn about my advice for 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.