Joseph Smith

(206) 728-2400
Joseph.Smith@equitable.com

Fostering relationships that are built on trust is crucial in most any successful endeavor. At Equitable, we strive to provide the highest level of financial services through sound advice guidance and assisting our clients to make good decisions with their money. Our model is to help clients build, manage and protect their wealth with an emphasis on tax efficiency. Having a sound strategy can give confidence and security. Developing a financial plan brings you peace of mind knowing you have a specific strategy for each of your needs and goals. Working with our team of advisors we help bring you a personalized strategic plan for everything that you want to accomplish; Retirement Planning, Wealth Management, Asset Allocation, College Funding, Estate Planning, Company Stock Concentration Diversification/ "RSU's" and Charity work just to name a few. I would like to have the opportunity to introduce my team and our planning platform during an initial meeting at one of our Puget Sound offices locations or a 15 minute virtual meeting via join.me. My direct number is 206.240.8341. I look forward to talking to you soon!