Financial Advisors

Kate has surpassed my expectation of working with a financial advisor. She spends the time to really get to know her clients which gives me every confidence that not just my financial goals are well understood, but also my comfort level. She regularly provides updates and has always been available to answer any questions or to explain choices within my portfolio. Securing my future has been much easier thanks to Kate's guidance, and I would highly recommend her to anyone seeking professional expertise!

Antonio is very straightforward and takes the time to explain your best investing options.

The WealthSmart team has a remarkable commitment to excellence in helping their clients achieve financial goals. They have a great suite of tools and resources and a well-structured system that provides not only superior insight and customer care, but also consistent follow-up, something that is missing with a great many financial planners. On top of all that is a level of integrity in everything they do that goes above and beyond what you already expect from a financial planning provider. The entire team walks the talk in every area of their lives. Strongly recommended!