Receive the convenience and cost efficiency of online investing while also receiving guidance from a nationally recognized team of financial professionals.

watch the 1-minute overview
Mark J. Smith, CFP®, CPA/PFS, CIMA®

An investor’s path to financial success can be clouded by uncertain markets, hidden fees, and high taxes.  Technological advances can promise innovative solutions, but without an experienced advisor, they can fail to meet your expectations as you pursue your unique financial goals.

Now there is another option.

An investor’s path to financial success can be clouded by uncertain markets, hidden fees, and high taxes.  Technological advances can promise innovative solutions, but without an experienced advisor, they can fail to meet your expectations as you pursue your unique financial goals.

Now there is another option.

wealthpath offers a low-cost investment platform with guidance from an experienced team who will give you personalized service to help create your portfolio.  You'll receive a complimentary risk and goal assessment that measures both your ability to take risk based on your financial goals as well as your willingness to take risk based on your emotional wants. In addition, you'll have access to educational events featuring the lead advisors at our firm, including Mark Smith, CFP®, CPA/PFS, CIMA®, who has been recognized as one of the nation’s top advisors by Barron’s, Forbes and the Financial Times.*

Who is
wealthpath
for?
  • Seasoned investors with accumulated wealth
  • Rapid accumulators in the habit of saving money
  • Investors looking to save money on fees and mitigate taxes1
  • Investors with a minimum initial investment of $100,000
  • Investors seeking specific investment advice developed around their goals
Your
wealthpath
portfolio
includes:
  • Investment choices from  some of the nation’s most recognized firms, including Fidelity, Vanguard, Blackrock and others
  • Rebalancing
  • Broad diversification
  • Tax loss harvesting
Learn more about
the unique benefits
of wealthpath in this
2-minute video.
wealthpath offers a
secure digital platform
with the features
of a full-service
brokerage account.

wealthpath was developed by M.J. Smith & Associates, an independent Registered Investment Advisor, using  technology from Raymond James as custodian, an S&P 500 global financial services firm that oversees approximately $643 billion in client assets.2   Through Raymond James, wealthpath clients can take advantage of many secure features within their accounts, including:

  • Bill pay
  • E-signature
  • Check writing
  • Debit cards
  • Mobile check deposits
  • Securities-based loans

Your account receives protection from a dedicated cyberthreat center staffed by certified information security analysts, and benefits from redundant systems and off-site information storage in the event of an emergency or natural disaster. Raymond James also offers the latest in file encryption, secure virtual private networks, firewall and antivirus technology. Through our affiliation with Raymond James, each of our advisors receives training in security awareness and privacy protection.

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720-643-5621
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