Ute Scott Smith

Ute Scott Smith is a financial planning firm located in Santa Rosa, CA, specializing in fee-only financial planning and investment management. With a focus on major life transitions, they offer customized solutions to help clients achieve their lifetime goals and build financial security. Their integrated approach to financial planning and investment management ensures a holistic picture of their clients' financial lives, providing clarity and confidence for long-term success.

Committed to building enduring relationships, Ute Scott Smith values personal integrity and aligns their interests with those of their clients through their compensation structure. They understand that financial planning is a lifelong process that evolves with changing circumstances, and they are passionate about guiding clients through these transitions. Offering a complimentary, no-obligation, confidential review, Ute Scott Smith invites individuals to explore their options and start their journey towards financial peace of mind.

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