SmartWealth Information

SmartWealth began in 1992. We have evolved into one of the premier financial services firms in the industry. Today, we are a comprehensive financial services firm that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can offer - a 360° view of your financial world. You may not realize it, but every decision – however large or small –can affect your long term goals. Often, we’re so busy in our lives, that the time we devote to planning is limited. As a result, financial decisions can be made quickly and without thought to the overall financial implications – leading to costly inefficiencies. Using a team approach, we are able to provide breakthrough thinking that can eliminate costs and capture more money for you to help maximize your wealth and bring significant value to your business, your career, and your life. Most importantly, we are never satisfied. We continually evaluate the process and adapt it based on your changing needs. SmartWealth Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:14021 Metropolis Avenue Fort Myers, FL 33912, ph# 239.561.2900. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.