Brett R. Smith CPA Wealth Management, LLC, Lafayette,CO
Financial Planners & CPAs serving Boulder
County Since 1989. We specialize in providing "fee-only" financial and tax
planning services to individuals, families, and businesses. We combine expert financial and tax advice with the latest web-based tools to monitor your financial goals. We work one-on-one with you to create financial plans that meet your specific goals and needs. We develope long term relationships so, when you needs change, we are ready to make the necessary changes to your financial plan and portfolio to accommodate these changes. Investment management services are offered with a fee charged as a percent of the assets under management. We provide continuous professional management of your portfolio, comprehensive quarterly portfolio performance reports, unlimited meetings in person and on the phone. We manage your wealth so you can manage your life. Brett Smith is a Certified Financial Planner (CFP), Certified Public Accountant (CPA)and a Personal Financial Specialist (PFS). He holds degrees