David M. Smith
Sr Financial Advisor & Managing Member at Robinson Smith Wealth Advisors, Llc
Based in Portsmouth, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Portsmouth
Industry
Financial Services
Company size
8
Contact information
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d•••••••@robinsonsmithwealth.com
Phone
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Background
About David M. Smith
I am a Managing Member and Senior Financial Advisor at RSWA. My goal is to simplify your financial life so you can focus on what’s most important to you. Experience in investing, concentrated stock, tax mitigation, wealth preservation, wealth transfer, income planning and charitable giving. I develop customized strategies to simplify complicated financial situations. RSWA is a wealth management firm focused on helping high-net-worth individuals and families with their investment and financial planning needs. We welcome the opportunity to work with you! To learn more, message me or visit our website at
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