Brian Smith, CRPC

Private Wealth Manager

During my twenty plus years in the financial services industry, many things have changed, such as the economy, technology and sometimes even the advisory firm for which I work.  But throughout these changes, the one thing that hasn’t changed is my desire to offer guidance with integrity to my clients and provide them a balanced plan of action based on their needs.

I’ve teamed up with Vision Point because I believe the knowledgeable, technical and personal resources they offer will provide my clients not only a sophisticated and comprehensive financial plan, but also financial information that is organized, up to date, easy to understand and accessible to you whenever you want, from wherever you are.

Throughout my career, I have earned various professional accreditations, but the one I am most proud of is the Chartered Retirement Planning Counselor (CRPC).  Compliance to a Code of Ethics and ongoing education are required to retain this certification.  Very few advisors have this accreditation but that’s not why I’m proud.  For me, it’s the pride of offering my clients the ability to work with an ethical and knowledgeable advisor who can help them with their whole financial picture.