Fifth Third Private Bank - Brian Smith

Fifth Third Private Bank has been dedicated to serving families for over a century, specializing in goal-based financial planning through their comprehensive Life360 process, which evaluates clients' financial situations from every angle. As a member of Fifth Third Bank, the institution offers a range of financial services, including investment advisory and wealth management solutions, tailored to meet the diverse needs of their clients. The bank emphasizes the importance of informed decision-making, advising clients to consult tax and legal professionals before taking action based on financial information. Fifth Third Private Bank is committed to transparency, providing disclosures about the risks associated with investments and the nature of their financial products and services. Generated from the website

Fifth Third Private Bank has been dedicated to serving families for over a century, specializing in goal-based financial planning through their Life360 process, which comprehensively assesses clients' financial situations. The bank offers a wide range of services including personal banking, commercial banking, wealth management, and investment solutions tailored to meet the diverse needs of its clients. As a member of the FDIC and an equal housing lender, Fifth Third Bank emphasizes the importance of risk management and diversification in investing. Their team of experienced professionals is committed to providing insightful guidance, although they advise clients to consult with tax or legal advisors before making significant financial decisions. Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.