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Sean Smith, CFP®

Wealth Manager, Partner

Sean serves as a Partner and Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Sean practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning.
Sean’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals. With over 15 years of experience in the financial services industry, Sean offers his clients a truly comprehensive planning experience.

Sean earned a Bachelor of Arts degree from Boston University. Sean is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Sean and his wife, Cassie, enjoy traveling and spending time with their two dogs.

Articles by Sean Smith, CFP®

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