Business Details
50+ Years
experience
Your Trusted Partner for Wealth Management Solutions
Founded in 1967, Smith Anglin is a wealth management practice dedicated to helping clients build and protect their financial futures. Based in Dallas, Texas, we specialize in personalized wealth management with expertise in investing, tax planning, and aviation retirement readiness. Our team of certified financial planners and advisors serves pilots, families, individuals, and business owners across 48 states and internationally. With over $1.9 billion in client assets under management, we prioritize an elevated standard of care rooted in our deep accounting background and decades of industry experience. Our mission is to conscientiously guide clients through critical financial decisions, offering tailored strategies for retirement planning, investment management, and tax efficiency.We emphasize transparency, fiduciary responsibility, and long-term client relationships, ensuring clients feel confident in their informed financial choices. Our generational wealth planning integrates multi-generational strategies to preserve and transfer prosperity securely. As a registered investment adviser, we adhere to rigorous compliance standards while maintaining a client-centric approach to wealth stewardship. Our Survivor Assistance services provide compassionate support during transitional life events, reflecting our commitment to holistic financial well-being. Through continuous education and adaptive strategies, we address evolving financial landscapes to deliver enduring value to our clients.
Services
Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Services
CPA Services
Retirement Planning
Wealth Transfer
Survivor Assistance
Asset Management
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of experience in wealth management.
- Our team specializes in aviation retirement readiness for pilots.
- We manage over $1.9 billion in client assets with fiduciary care.
- Our generational wealth planning ensures multi-generational financial security.
- We provide Survivor Assistance services for compassionate financial transitions.
Services
Financial Planning
Our financial planning services create customized roadmaps for managing wealth across life's milestones. We analyze retirement needs, cash flow, and risk management to develop actionable plans. Clients receive ongoing guidance to adapt strategies as their circumstances evolve.
Investment Management
We offer diversified investment strategies balancing growth and stability through stocks, bonds, ETFs, and alternative assets. Our approach aligns with individual risk tolerance and long-term objectives while emphasizing tax-efficient portfolio construction.
Tax Planning
Leveraging our accounting expertise, we implement tax reduction strategies and compliance solutions for individuals and businesses. Services include return preparation, IRS representation, and optimization of tax-advantaged accounts.
Estate Planning
Our estate planning coordinates legal documents, beneficiary designations, and gifting strategies to ensure assets transfer according to client wishes. We collaborate with legal professionals to create comprehensive succession plans.
Insurance Services
We provide life insurance, long-term care solutions, and annuities to safeguard clients against financial risks. Policies are tailored to complement overall wealth management goals and family protection needs.
People
Steve Anglin
Partner and Wealth Advisor
A CPA and wealth advisor with decades of experience, Steve Anglin focuses on tax-efficient strategies and retirement planning for aviation professionals.
Weston Pollock
Partner and Wealth Advisor
Weston Pollock specializes in fiduciary advisory services, emphasizing transparent wealth management practices and client education for long-term financial success.
Chris Lott
Partner and Wealth Advisor
As a CFP and CPA, Chris Lott combines investment expertise with tax planning acumen to help clients achieve financial security across generations.
David Camarillo
Director of Advisory Services
David Camarillo leads advisory services with a focus on structured financial solutions, ensuring clients receive consistent, high-quality wealth management guidance.
Roger Meadors
Senior Wealth Advisor
With an MBA and CFP designation, Roger Meadors provides comprehensive wealth planning for executives and business owners, emphasizing retirement readiness and asset protection.
Questions
What services does Smith Anglin offer?
We provide financial planning, investment management, tax planning, estate planning, insurance services, and Survivor Assistance tailored to pilots, retirees, and business owners.
Who are Smith Anglin's primary clients?
We specialize in serving aviation professionals, retired pilots, senior flight attendants, corporate executives, and business owners with complex financial needs.
How does Smith Anglin approach wealth management?
We use a personalized, fiduciary-driven approach focusing on tax efficiency, retirement readiness, and generational wealth transfer strategies.
Is Smith Anglin registered with regulatory bodies?
Yes, we are registered with the SEC as an investment adviser and affiliated with FINRA-member broker-dealers for securities services.
What areas does Smith Anglin serve?
We work with clients in 48 U.S. states and internationally, offering tailored financial solutions regardless of geographic location.
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