Robinson Smith Wealth Advisors – RSWA

What We’re Thinking About

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August 4, 2016By David Smith, CIMA® CFP ® It has been a summer of politics.  The Republican Convention culminated in the nomination of Donald Trump as their Presidential candidate.  The Democratic
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July 26, 2016By Dave Robinson, CFP ® Several clients and friends of the firm have asked why the U.S. stock market has risen so sharply since its low in
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July 7, 2016By David Smith, CIMA® CFP ® Bond yields have been going down, and they have hit unprecedented territory.  High-quality bonds are a staple for many investors.  They provide income,
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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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