Smith-Kastner Wealth Management, LLC -
 
 

Smith-Kastner Wealth Management, LLC

Smith-Kastner Wealth Management, LLC

Welcome to Smith-Kastner Wealth Management!

SKWM is a comprehensive financial planning firm serving the Southeast for over 37 years. We offer advice on a wide range of insurance, investing, and estate planning strategies. Our unique corporate structure gives us access to dozens of different insurance and investment companies. As such, each financial plan is custom tailored to meet the goals of the client. A more complete listing of our specific services can be found on the about us page of this site.

Please take some time to peruse our website. We've compiled a number of articles, editorials, and web links covering all aspects of financial planning. Please check back often as we are regularly adding new educational materials.

Thanks for stopping by!

 

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Important Consumer Information 
Perry Smith is a registered representative with ValMark Securities, Inc., a FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Perry Smith is only registered to sell securities products in Alabama and Georgia . Perry Smith is also an investment adviser representative with ValMark Advisers, Inc., an SEC Registered Investment Adviser, and is registered to provide advisory services in Alabama and Georgia. Perry Smith is licensed to offer insurance products in Alabama, Georgia, Tennesee, Florida, South Carolina and Mississippi. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Perry Smith is properly registered/licensed.
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Securities offered through ValMark Securities, Inc., member FINRA/SIPC. Advisory services offered through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 ยท (800) 765-5201 Smith-Kastner Wealth Management, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.