At Smart Investments
we are dedicated to you.
We are a family firm with family values, and it shows in the way we care for our clients. John Smart founded the company in 1991 after seven successful years in the insurance industry. Charlotte has been indispensable as his Admin Manager for over 20 years, and yes it’s true, she is John’s aunt. Both of John’s daughters, Laura and Kelsey, are also Financial Advisors in the firm and the best of friends to boot. Rounding out the team are our Branch Manager / Financial Advisor Jonathan, and our Investment Administrator Patricia, both of whom may as well be family by now!
Clients feel this when they walk in the door. We’ll laugh with you about how your feisty aunt tore up the dance floor at your daughter’s wedding; we want to hear about the challenging hiring decision you’re making; we will shake a paw with your dog.
Our clients mean a great deal to us. We want to understand what matters to you, so we’ll know the best way to put your hard-earned dollars to work.
We look forward to working with you.