Phill Henry, MPA

Partnering for a Life of Wealth

Smartwealth, based in Maitland, FL, offers comprehensive financial planning services aimed at enriching clients' lives at every stage. Their unique approach prioritizes asset protection and family security before focusing on wealth growth and financial stability, with a commitment to educating clients on their options and empowering them to achieve their financial goals. As both educators and financial advisors, Smartwealth ensures clients understand the reasoning behind their recommendations, guiding them to safeguard assets, build wealth, secure retirement, provide for loved ones, and reach their financial objectives while enjoying life in the present. With a focus on organizing, protecting, saving, investing, implementing, and reviewing financial strategies, Smartwealth aims to help clients achieve a balanced and secure financial future.Generated from the website

Privada Wealth Management Invest in Yourself. This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value: - Freedom from proprietary products, - A questioning, engaged attitude, - A desire for portfolio management, - A belief that people are worth more than their assets. If you are looking for a hot stock or the best CD rates of the day, you may not be the right fit for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants.