Robinson Smith Wealth Advisors – RSWA

What We’re Thinking About

It's always something pic
May 19, 2016By Dave Robinson, CFP ® I recently experienced a professional first. I’m in agreement with a quote coming from Merrill Lynch. The quote that “It’s always something”
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4% rule
May 6, 2016By David Smith, CIMA® CFP ® One of the most difficult decisions individual investors make is when to retire.  It is not a simple answer, and there are many
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tortoise pic
April 19, 2016By Dave Robinson, CFP ® Is “value” back? Will the tortoise gain ground on the hare in 2016? Before explaining what we are talking about and why
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Why choose RSWA?  

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Uncompromised advice:  We are completely independent and do not earn commissions from products.  We are accountable only to you.  

Integrated investment and financial planning:  We focus on your entire financial situation, not just one piece.  Integration creates the best outcomes.

Investments based on research:  We use low cost, tax efficient investment strategies supported by empirical evidence.  No using hunches or guesses with your money. 

Consultative:  We consult, discuss and collaborate with clients so they make better informed decisions.  We are on the same team working together to achieve your goals.

Our model is focused on creating the best experience and outcome for our clients.
Check us out, we think you’ll like what you see.  Learn More…

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