Welcome
Welcome! My goal is to provide personalized wealth management services with tangible results to select individuals, families, and institutions, utilizing the resources and support of Smith Barney and Citigroup.
I manage my clients' financial resources within a primarily fee-based platform that builds value with exceptional service. Whether managing an investment portfolio, establishing a wealth management plan, or overseeing the investment of an institution's assets, my goal is to help meet your needs and serve as your principal Financial Advisor. I look forward to being of service to you.
FEATURED REPORT
BULLETIN BOARD
- President McCain or President Obama -- which one is better for your portfolio? For insights on how election issues may affect you, call or email for your complimentary copy of Election 2008: Back to the Future?
- Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
- Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
Paul B. Smith is licensed in the following state(s): AZ, CA, CO, ID, KY, MT, OR, TN, VA, WA, WV, WY
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
