This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exception or exclusion from such registration exits. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked web-site.



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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

Who We Are

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

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-based 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