What We Do

At Sanders Smith, we provide comprehensive wealth management built around your life—not around products.

We take a planning-first approach that integrates investment management, financial planning, and risk protection into a cohesive strategy. Whether you're building wealth, preserving it, or preparing to transfer it, our job is to help you make well-informed decisions at every stage.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Investment Management

We design and manage portfolios tailored to your goals, risk tolerance, tax sensitivity, and time horizon. As an independent firm, we have access to a broad investment universe and make recommendations based solely on what’s right for you.

Our capabilities include:

Custom portfolio construction using ETFs, mutual funds, and individual securities
Direct Indexing and Separately Managed Accounts (SMAs)
Tax-loss harvesting and tax-aware investment strategies
Access to private markets:
- Private credit, private equity, business development companies (BDCs), interval funds, non-traded REITs
Structured investment strategies:
- Market-linked CDs, principal-protected and non-principal-protected notes

Financial Planning

Using tools like RightCapital, we help you model your financial future and evaluate multiple planning scenarios. Our planning process brings clarity and structure to the most important decisions in your life.

Planning areas include:

Retirement and cash flow projections
Estate planning coordination
College and education funding
Business owner and exit planning
Real-time account aggregation and a secure document vault

Risk Management

Protecting your wealth is just as important as growing it. We evaluate coverage needs and design protection strategies tailored to your family, your business, and your legacy goals.

Life, disability, and long-term care insurance
Key person coverage and business continuity strategies
Fixed and variable annuities
Coordination of property & casualty coverage (home, auto, umbrella)