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Smith Patrick CPA
Wealth Management

Financial Services

We offer wealth management services to help clients navigate the financial challenges in their lives.  We use a “Discovery” process with each client to get to know their values and goals.

Our services may include some of the following:

  • Academic Nobel Prize winning based investment approach
  • Business retirement plans including SIMPLE IRAs, SEP IRAs, 401(k), 403(b), defined benefit plans
  • Retirement plan rollovers to IRAs, traditional and Roth IRAs
  • Retirement and financial independence planning
  • Estate and trust planning
  • Education planning
  • Charitable planning
  • Cash flow planning

Investments provided through Wealth Management LLC, a Nebraska LLC, Registered Investment Advisor

Office

220 W. Lockwood Ave.
Suite 203
Webster Groves, MO 63119

(314) 961-1600

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Who We Serve

Closely held businesses, Not-For-Proft, High Networth Families & Cannabis Businesses

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