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Smart Investor is a different kind of wealth advisor.
We are a fee-based advisor focused on understanding and meeting the needs of our clients.

We are based in Roseville 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.

What does it mean to be CEFEX Certified?

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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