Smarter Retirement Solutions serves clients with clear, comprehensive retirement income planning and thoughtful wealth management. We value every client relationship, no matter the size of the portfolio. We believe that helping our clients “Make Memories and Not Just Money” is part of our fiduciary duty. Life is uncertain, and taking advantage of everyday life is part of our comprehensive strategies for lifetime income protection for each season of life. Our multi-disciplined and geographically diverse team delivers Smarter Retirement Solutions. It’s not just our name; it’s our passion!