Smart Investor is a different kind of wealth advisor.
We are a fee-only advisor focused on understanding and meeting the needs of our clients.
We are based in Rocklin California and work with clients in the Greater Sacramento area and across the United States. We have a sound understanding of the issues that our clients face in our community and we have access to partners within our community to support our efforts.
There are three concepts that best describe the experience our clients appreciate when they work with Smart Investor:
- Clarity: We help our clients understand their goals, needs, opportunities and concerns before considering strategies and solutions
- Perspective: We combine our appreciation of our client's unique situation with our experience and expertise.
- Teamwork: Partnership is an important concept for us. Not only do we view our relationship with our clients as a partnership, but we also partner with experts in our community and beyond to serve our clients.
Allan Henriques tells his personal story