Jordan Smith

Jordan S Smith

Wealth Management Advisor

FINRA BrokerCheck
825 Simms St,
Lakewood, CO 80401
720-382-5010 Visit my website

About my practice

My team and I are comprehensive financial planners focusing on creating complete, holistic plans to help accomplish all financial goals in the most efficient way. We specialize in creating tax efficiency throughout your financial life, and designing distribution strategies to access money in the most efficient manner. Our approach to planning is based on educating and advising clients, not sales.

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