Wealth Management

Years ago, Smith & Howard recognized the need to offer highly personalized, comprehensive wealth management services for high net-worth individuals. Many of these individuals were receiving little to no personal service from their investment or brokerage firm, had portfolios that were not balanced and therefore not performing as desired, and were paying unnecessarily high fees. After careful thought, planning and extensive research, we assembled an extraordinarily qualified group of wealth management experts and formed Smith & Howard Wealth Management, LLC. SHWM is an SEC-registered advisor, and has professionals with the Chartered Financial Analyst, CPA and Certified

Financial Planner designations as well as professionals who have been in the investment business their entire professional lives. We invite you to call them at 404.874.6244 and to visit their web site at www.smithhowardwealth.com


Our comprehensive wealth management services focus on the unique needs and goals of each of our clients, with an eye on investments, retirement, estate and financial planning.
— Tim Agnew , Managing Director,
Smith & Howard Wealth Management