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The Face of Financial Planning

Gregory S. Smith, CFP®, ChFC®, CPWA®, CTFA Managing Director, Senior Financial Planner | Wise Investor Group

Greg Smith, one of the Wise Investor Group’s three Managing Directors, is an instrumental voice on the financial planning side of the team. He helps clients by identifying, quantifying and developing a set of financial goals to reflect what’s most important to each individual and then puts them on the path to accomplishing those goals.

Alongside several teammates, Greg has been consistently recognized as one of the top advisors in the nation by leading publications like Barron’s, Forbes and Financial Times. These recognitions reflect client success and satisfaction, which is his highest aspiration.

“Although these are uncertain, challenging times, our top priority remains staying unwaveringly connected with clients,” he says. “We work hard to be there for clients through frequent and interactive reviews, no matter the market conditions.”