Wealth Management in Smith County, TX

We did the hard work of finding trustworthy partners in Smith County, TX. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Smith County, TX Wealth Management Firms

Hardy Wealth Management Group
5 out of 5
Location 5858 New Copeland Rd, Tyler, TX 75703, USA
Phone (903) 592-0321
Language http://www.shardy.wfadv.com/
Directions
Feliciano Financial Group
4 out of 5
Location 1828 E SE Loop 323, Tyler, TX 75701, USA
Phone (903) 533-8585
Language http://www.felicianofinancial.com/
Directions
Eagle Strategies LLC
SEC File# 801-32987
CRD# 110826
Location 5041 Kinsey Dr, Tyler, TX 75703, USA
Phone (903) 581-2098
Language http://www.jfstrategies.net/
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 6751 Old Jacksonville Hwy, Tyler, TX 75703, USA
Phone (903) 535-4749
Language https://www.local.ml.com/TYLER_TX
Directions
The Rivalry Group - Morgan Stanley
5 out of 5
Location 909 E SE Loop 323 Ste 170, Tyler, TX 75701, USA
Phone (903) 579-2224
Language https://advisor.morganstanley.com/the-rivalry-group?y_source=1_MTA4MjM1NTktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Alan Cumming - Morgan Stanley
Location 909 E SE Loop 323 Ste 170, Tyler, TX 75701, USA
Phone (903) 579-2227
Language https://advisor.morganstanley.com/alan.cumming?y_source=1_MTA4MzA4ODgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Trinity Capital Management
SEC File# 801-67581
CRD# 143097
5 out of 5
Location 821 ESE Southeast Loop 323 Suite 110, Tyler, TX 75701, USA
Phone (903) 747-3960
Language http://www.trinitycapitaltx.com/Trinity-Capital-Management.1.htm
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Thomas Smith - RBC Wealth Management Branch Director
Location 1347 Dominion Plaza, Tyler, TX 75703, USA
Phone (903) 533-1090
Language https://us.rbcwealthmanagement.com/thomas.smith?utm_source=GMB&utm_medium=Yext
Directions
Azalea Wealth Partners / LPL Financial
Location 100 Independence Pl Suite 207, Tyler, TX 75703, USA
Phone (903) 509-0360
Language https://www.azaleawp.com/
Directions
Rose Point Capital Advisors
Location 210 S Broadway Ave #210, Tyler, TX 75702, USA
Phone (903) 747-3446
Language http://www.rosepointcapital.com/
Directions
Wealth Management in Smith County, TX

Where Wealth Management Advisors in Smith County, TX Serve

Smith County, TX, located in the heart of East Texas, is a vibrant and diverse community with a rich history and a promising future. This county is home to several notable landmarks, including the Tyler Rose Garden, the Caldwell Zoo, and the Historic Aviation Memorial Museum. These attractions draw visitors from all over the state and beyond, and contribute to the county's robust tourism industry. In addition to its thriving tourism sector, Smith County is also home to a number of top employers, including Brookshire Grocery Company, UT Health East Texas, and Tyler Junior College. These organizations provide jobs and economic stability for the county's residents, and contribute to the region's overall prosperity. Major highways and streets in Smith County include Interstate 20, U.S. Highway 69, and State Highway 155. These thoroughfares connect the county to other parts of Texas and beyond, making it a hub for transportation and commerce.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Smith County, TX could benefit from a bank in numerous ways. For instance, the bank could provide financial assistance to small business owners in Tyler, the county seat of Smith County, to help them expand and create more job opportunities for the local residents. Additionally, the bank could offer mortgage loans to first-time homebuyers in Whitehouse, a city in Smith County, to help them achieve their dream of homeownership. Furthermore, the bank could provide financial education and resources to the residents of Lindale, a city in Smith County, to help them make informed decisions about their finances and ultimately achieve financial stability. Overall, a bank in Smith County, TX could play a vital role in improving the financial well-being of the local residents and the community as a whole.

Insurance Broker

Residents of Smith County, TX can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can provide personalized advice on the most suitable insurance policies for the unique needs of residents in Smith County. This is particularly important given that Smith County is home to a wide range of businesses, from small startups to large corporations, and individuals with varying lifestyles and financial situations. Additionally, an insurance broker can help residents navigate the complex insurance market and find the best deals on policies that provide adequate coverage. This is especially important in Smith County, which has a high incidence of natural disasters such as tornadoes and floods. An insurance broker can help residents ensure that their policies provide comprehensive coverage for such events, which can be devastating for homeowners and businesses alike. Overall, the services of an insurance broker can be invaluable for residents of Smith County, TX, helping them to protect their assets and plan for the future.

Retirement Planning

Residents of Smith County, TX can benefit greatly from the expertise of a retirement planner. With a population of over 200,000, Smith County is home to a diverse range of individuals with unique financial situations. A retirement planner can assist residents in creating a personalized retirement plan that takes into account their specific needs and goals. For example, Smith County is known for its booming healthcare industry, with major hospitals and medical centers located throughout the area. A retirement planner can help healthcare professionals in Smith County navigate the complexities of their retirement plans, including pension options and tax implications. Additionally, with the cost of living in Smith County being slightly lower than the national average, a retirement planner can help residents maximize their retirement savings and ensure they have enough income to support their lifestyle in their golden years. Overall, a retirement planner can provide invaluable guidance and support to residents of Smith County, TX as they plan for their future.

Financial Advisor

Residents of Smith County, TX could benefit from the assistance of a financial advisor in a variety of ways. One specific challenge that many residents face is the high rate of poverty in the county, which is above the state and national averages. A financial advisor could help individuals and families in Smith County develop a budget, create a savings plan, and identify opportunities to increase their income. They could also provide guidance on managing debt and improving credit scores, which can be particularly important for those who may have limited access to traditional forms of credit. Additionally, a financial advisor could help residents navigate the complex world of retirement planning, including options for saving for retirement and maximizing Social Security benefits. By working with a financial advisor, residents of Smith County could gain the knowledge and tools they need to achieve financial stability and improve their overall quality of life.

Mortgage Loan Officer

Residents of Smith County, TX could greatly benefit from the expertise of a mortgage loan officer. With a population of over 230,000 people, Smith County is home to a diverse community of individuals with a variety of financial backgrounds and needs. A mortgage loan officer can provide guidance and assistance in navigating the complexities of the home buying process, which can be particularly daunting for those who are first-time homebuyers or have a limited understanding of the lending process. Additionally, Smith County is known for its booming real estate market, with a high demand for housing in desirable neighborhoods. A mortgage loan officer can help residents secure competitive rates and favorable terms to make their dream home a reality. Overall, the guidance and support of a mortgage loan officer can make a significant difference in the lives of residents in Smith County, TX, helping them achieve their homeownership goals and build a strong financial foundation for their future.

Tax Services

Residents of Smith County, TX can benefit from the expertise of a tax advisor in various ways. One specific area where a tax advisor can be of great help is in navigating the complex tax laws that are unique to Texas. For instance, Texas is one of the few states that does not impose a state income tax. This means that residents of Smith County, TX have to rely on other sources of revenue to fund state and local services. A tax advisor can help residents understand the various taxes that they are liable for, such as property taxes and sales taxes, and devise strategies to minimize their tax burden. Additionally, a tax advisor can provide guidance on tax planning, retirement planning, and estate planning, which can help residents of Smith County, TX achieve their financial goals and secure their future.

Estate Planning Lawyer

Residents of Smith County, TX can benefit from the assistance of an estate planning lawyer in a variety of ways. One specific issue that residents of this county face is the high rate of property ownership. An estate planning lawyer can help these individuals ensure that their property is distributed according to their wishes after they pass away. This may involve drafting a will, setting up trusts, or creating other legal documents that can help protect their assets and ensure that their loved ones are taken care of. Additionally, an estate planning lawyer can help residents of Smith County navigate complex tax laws and other legal issues that may arise when planning their estates. By working with an experienced attorney, individuals can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a professional wealth manager in Smith County, TX are designed to help high net worth individuals and families manage their financial assets and achieve their long-term financial goals. These services include investment management, estate planning, tax planning, retirement planning, and risk management. In Smith County, TX, a wealth manager can provide tailored solutions that take into account the unique needs and circumstances of the local community. For example, the wealth manager may help clients navigate the complex tax laws in Texas, which can be particularly challenging for high net worth individuals. Additionally, the wealth manager may be able to provide insights into local investment opportunities, such as real estate or energy projects, that are specific to Smith County, TX. With their expertise and experience, a wealth manager in Smith County, TX can help clients achieve financial success and security for themselves and their families.

Smith County, TX is the ultimate destination for those seeking a reliable and efficient wealth manager. With its thriving economy and diverse financial landscape, Smith County stands out as a prime location for financial advisors to hone their craft and assist clients in achieving their financial goals. The county's unique blend of urban and rural areas provides a wealth of opportunities for wealth managers to tailor their services to meet the specific needs of their clients. Additionally, Smith County boasts a strong network of financial institutions and investment firms, providing wealth managers with access to the latest financial tools and resources. Whether you are a high net worth individual seeking to grow your wealth or a retiree looking to preserve your assets, Smith County's wealth managers have the expertise and experience to help you achieve your financial objectives. With its dynamic financial landscape and expert advisors, Smith County, TX is the optimal location for anyone seeking a top-tier wealth management experience.