We help clients achieve their goals by managing their assets, preserving their wealth and building their legacy. We serve with a consultative approach and put our clients' interests first. 

We also believe in giving back to our community. 

Raymond James Financial Services Inc., Member FINRA/SIPC

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 

Nick Smith

Financial Consultant

nick@smithwmgtx.com

Financial Planning and Wealth Management

Most people aren't sure if they're on the right track financially. Our P23 Process helps to put all the pieces of your financial puzzle together, allowing you to pursue your work-optional lifestyle. We want our clients to face the future with anticipation, not apprehension.

Schedule your complimentary, no-obligation FIT Meeting today by calling (512) 615-3597, or email: nick@smithwmgtx.com 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.smithwmgtx.com

A Dripping Springs Chamber of Commerce ADVANTAGE INVESTOR

Banking ... Texas Style That’s SouthStar Bank’s style. We’re here to provide you the banking services you and your family need. But, unlike other banks, we do it Texas Style! We’re not some out-of-town impersonal take-a-number kind of bank. We’re Texans, just like you. So, whether it's at one of our branches deep in the heart of Texas or here on the Internet, you can put your trust in us. Let us know how we can help you.

DRIPPING SPRINGS CHAMBER OF COMMERCE FOUNDER'S CLUB INVESTOR

As one of the premier banks across South Texas and the Hill Country, Texas Regional Bank provides exceptional banking products and services along with unmatched experience and expertise. We work hard to build relationships through loyalty, trust and hard work. We invite you to come and experience real Relationship Banking and bank with The People You Know.