Vision 

Smith Financial Management is dedicated to providing creative financial solutions for successful business owners, high income and high net worth individuals. 

• By teaming with CPA’s, Attorney’s and other Professionals, Irene helps delivers integrated strategies for wealth accumulation and distribution.   
• Irene educates and empowers her clients to take control of their financial lives.

Our commitment to you includes:

• Do what we say we are going to do
• Tell you the truth, especially when you may not want to hear it
• Comprehensive planning
• Regularly scheduled reviews
• Up to date financial advice and investment planning
• Current information on the economy and your investments via e-newsletters and emails