Originally founded in 1985 under the name of Vetter Financial Services, WealthSmart has provided effective independent financial advice for more than 30 years. Today, through a culture of independence, we are able to think differently about helping you reach your financial dreams. Our unique and carefully developed Dream Navigator process is designed to give you the best chance for long-term investment success. And because we’re independent from any specific financial or insurance products, your investment needs are always our number one priority.
What’s your dream?
Helping you achieve your dreams
Let’s face it: money can be the source of our greatest emotional turmoil. For that reason, people often make emotional decisions when investing their hard-earned savings. When the market drops, they typically panic and sell their investments, and when the market goes up, they buy. An independent financial advisor is your best approach to ensuring a structured, goal-oriented program that keeps you on track through all market conditions.
The Dream Navigator is designed to help you decide what you want to achieve in life, set goals to help you get there, then provide continual reporting, access to expert financial advice and the ability to respond intelligently to changes in life events or market conditions so that you stay on track.
Talk to us about how we can help you achieve your financial goals. There is no cost for an initial consultation.
Family-focused commitment to excellence
WealthSmart is a family-run team of advisors, all of them highly trained with independent certifications in areas fields of specialty. The Dream Navigator was developed in-house over a number of years, with each team member providing valuable insight based on direct experiences with clients like you. This process has allowed our team to operate even more effectively in helping you meet your dreams for financial success.