Many investors are concerned about being just a number in large, impersonal financial firms.  The belief that investment expertise can only be found in New York, London or other large urban centers forces investors into “products,” never to meet the portfolio managers who are making decisions about your money. Because of limited transparency and accountability, investors focus on short term results, quickly changing from one strategy to another as there is no comprehensive plan.

At Holt-Smith Advisors, we are concentrated on your financial success.  Through in-depth interviews, we strive to understand your situation and goals that are unique to you. We deliver an objective investment plan based on an intimate understanding of your financial needs.  It is very personal.  We work only for you, accountable through regular reports, performance and meetings.

A comprehensive investment plan will help you enjoy more success as an investor.  Keeping on track with a solid long-term plan is one of the keys to achieving financial goals.  Comprehensive investment planning is complex and can address many areas that may concern you.  It may require services of multiple professionals which can be challenging to coordinate.  When appropriate, we team up with your legal and tax professionals to provide you with the best advice.

Holt-Smith Advisors believes in providing our clients total wealth management solutions designed to meet a wide array of financial objectives, including:

• Tax Efficiency
• Diversified Portfolios
• Tactical Asset Allocation
• Estate Planning Coordination
• Risk Management
• College Funding
• Charitable Giving
• Family Gifting
• Cash Flow Needs