Who We Assist

Whether you are a one man shop or have over 500 employees, CapitalSmith designs strategies navigate the peaks and valleys of growing a business and transitioning to retirement.

As a high earning executive, you have a unique set of circumstances for which common financial advice and solutions do not apply. CapitalSmith is well versed in the uncommon strategies necessary to meet your needs, goals, and objectives.

As we age the importance of our legacy grows. To some, a legacy is caring for their family. To others, it is caring for their community. The impact you desire to create can be accomplished with proper design and planning. CapitalSmith listens to your wants and wishes and assists in developing the best design with you and your trusted advisors.