Is Part Of Our Name for a Reason.

We provide expert wealth management so your legacy remains protected for generations.

Our Professional Team

We are dedicated to helping our customers make smart choices about their money. We believe the best way to do that is to have experienced advisors provide the service our customers expect and deserve.

Meet Our Team

Our Services

Our services do not stand alone; rather, each service we offer is fully related to the others. Each is part of a symbiotic relationship with you at the center.

Trust & Fiduciary

  • Trustee Services
  • Beneficiary Coordination
  • Exercise of Discretion
  • Fiduciary Tax Prep

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Investment Management

  • Multi Asset Class & Security Diversification
  • Disciplined Rebalancing
  • Risk Management
  • Tax Efficiency

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Estate & Administration

  • Work with Outside Legal Counsel
  • Estate Administration
  • Document Review

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Tax Planning

  • Tax Consultation
  • Strategy Development
  • Tax Compliance

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Charitable Planning

  • Goal Assistance
  • Methodology
  • Charitable Fiduciary Services

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Smithfield Forecast

Each quarter, The Smithfield Forecast delivers a survey of economic and investment trends.

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Book Reviews

Members of the Smithfield Trust team, attorneys, and clients occasionally review nonfiction works that they find especially compelling or helpful.

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Learn the common terms used in our industry. Stay up-to-date on new definitions.

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Fiduciary Review

As an attorney, we offer educational seminars and publications, including the Fiduciary Review.

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