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Welcome!
Brett R. Smith CPA Wealth Management, LLC provides comprehensive “fee-only” financial planning in Lafayette and the Boulder area in Colorado including investment management for individuals, families, non-profits and business owners. We help clients in the Denver and Boulder metro area as well as statewide. We are investment advisors who do not accept any sales commissions, referral fees or other forms of compensation from any third parties. This assures we are working only for you and that we are not trying to sell you specific investment products from which we earn commissions. Your financial goals are integrated with investments, retirement planning, tax minimization, risk analysis and estate planning to help you achieve financial security and financial independence.
 With Brett R. Smith CPA Wealth Management you get expert financial and tax advice with the latest web-based tools to monitor your financial goals. You are offered sound professional recommendations to keep you on track to reach your financial objectives. We work one-on-one with you to create financial plans that meet your specific needs and goals. We develop long-term relationships so, when your needs change, we are ready to make the necessary changes to your financial plan and portfolio to accommodate these changes.
With the uncertainty and volatility of today's market, you need an investment advisor who can secure your future. It's your money and your future. Don't entrust it to just anyone. Contact us today to schedule your free “get acquainted” conference to discuss your financial objectives.
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