What We Do

Print PDF

At Smart Investor, we have two broad classes of clients. While our basic philosophy doesn’t change whether our clients are institutional or private, we pride ourselves on how we approach each situation based on the unique needs of the client who is in front of us.

Who We Are

Smart Investor is a unique wealth management firm based in Rocklin, California.  We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

We listen, rather than talk.  We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication.  We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services.  We define ‘what we do’ in terms of meeting our client’s needs.  We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies.  We are your key trusted advisor. More

phonerotica