The Smythe, Vetrovec & Palangi Wealth Management group provides objective unbiased financial advice tailored to each client’s unique needs. Our approach begins with truly understanding you – your goals, values and aspirations. We share personal relationships with individuals and families that stretch across generations, economic and market cycles. By building strong relationships, we create highly personalized strategies designed to help you navigate life’s financial complexities with confidence.
With two certified financial planner professionals® on our team, our clients benefit from comprehensive financial planning that maximizes their financial potential and security. We integrate financial planning into every aspect of our services, helping to ensure that all financial decisions align with your long-term goals. Whether you are planning for retirement, growing your wealth, or securing your family’s future, our team is committed to guiding you every step of the way.
We believe that serving our clients is a great privilege and your long-term success is our priority. We are devoted to building lasting relationships, understanding your unique goals, and formulating a plan to help you reach those goals.
Smythe, Vetrovec & Palangi Wealth Management is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities and advisory services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and West Virginia.
Smythe, Vetrovec & Palangi Wealth Management is licensed to offer insurance and annuity products to residents in North Carolina, New Hampshire, Texas and Virginia.