WealthSmart Solutions
Saving and Retirement Planning Specialist
WealthSmart Solutions provides Financial Solutions to clients in Columbus Ohio and surrounding Metro areas
Neither the company nor its agents or representatives may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.
At WealthSmart Solutions, our mission is to help Americans grow and protect what they work so hard to save. Our core values begin with a fiduciary responsibility to our clients. Simply put, we do what’s in their best interest. We ensure transparency in everything we do, maintaining direct, open, and honest communication.
We continue to explore new ways to reach individuals and families who are looking for new alternatives that address common concerns (Market Risk, Fees/Commissions, Lifetime Income and Taxes) of the traditional retirement and saving strategies. The ability to provide clients winning results has helped our company grow.
Get in Touch with WealthSmart Solutions for Retirement Planning Today!
Services
Testimonials
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"I found Dave & Marnie's approach to conducting their business very refreshing. Always providing valuable information in an effort to determine if their solution was right for us. They were teachers first, looking for ways to address our needs ...Read More
Norman & Vivian B.
Pastor - Ohio
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"We’ve been in the teaching profession our entire working career. Like most teachers, we will enjoy a pension during retirement, but it simply won’t be enough. We needed to find another solution that would compliment our pension ... Read More
Alison & John G.
Teachers - Alabama
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"I’m in my early twenties and have been modestly saving in a Roth IRA. I’ve never really understood much about how my savings were being invested. I wasn’t as aware as I probably should have been about the restrictions ... Read More
Christina S.
Medical Assistant - Nevada
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Keep yourself updated with the latest Tax Advantaged Saving & Retirement planning strategies. Watch this space for updates.
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CONTACT US
Get in touch with WealthSmart Solutions for Principle Protected, Tax Advantaged, Saving & Retirement solutions across Powell, Columbus, Dayton, Akron, Cleveland, and Cincinnati, OH.
