Business Details
50+ Years
experience
Your Trusted Financial Partner for Life-Long Wealth Solutions
For over five decades, Smith Brothers Financial has dedicated itself to empowering individuals, families, and businesses to define and achieve their wealth goals. Our approach is rooted in integrity, fairness, respect, and collaboration, ensuring every decision aligns with our clients' best interests. We specialize in holistic financial planning, employer-sponsored retirement plans, and business continuity strategies, tailoring solutions to evolving life stages. With a team of certified professionals, we combine personalized service with evidence-based investment methodologies to mitigate risk and maximize long-term success. Our commitment extends beyond financial metricswe prioritize understanding clients' values, dreams, and unique circumstances to create comprehensive, dynamic plans.Backed by industry accreditations and decades of collective experience, we serve as trusted partners in navigating complex financial landscapes. Transparency, ethical practices, and ongoing education form the foundation of our client relationships, ensuring informed decision-making at every stage. From retirement planning to legacy creation, our goal remains steadfast: to provide assurance and clarity in an ever-changing financial world. Operating as a registered investment advisor, we maintain strict compliance with regulatory standards while fostering a culture of continuous improvement and client-centric service. This enduring philosophy has solidified our reputation as a reliable partner for those seeking to secure their financial future.
Services
Holistic Financial Planning
Retirement Planning
Business Succession Planning
Investment Management
Tax Strategy Optimization
Estate Planning
Employer-Sponsored Retirement Plans
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of experience in personalized wealth management.
- Our evidence-based investment approach prioritizes long-term client success.
- Team includes CFP, AIF, and CRPC certified financial advisors.
- We maintain strict compliance with FINRA and SIPC regulatory standards.
- Holistic planning addresses all aspects of financial well-being.
Associations and certifications
- FINRA
- SIPC
- CERTIFIED FINANCIAL PLANNER Board of Standards
- Accredited Investment Fiduciary (AIF)
Services
Holistic Financial Planning
Customized financial strategies addressing retirement, education funding, and estate planning. Our approach integrates tax optimization and risk management while collaborating with clients' trusted advisors. Designed for individuals and families seeking comprehensive wealth solutions aligned with personal values and life goals.
Business Succession Planning
Consultative guidance for business owners planning exits or transitions. Services include compensation structuring, risk assessment, and roadmap creation for selling or transferring business interests. Focuses on preserving financial legacy while ensuring operational continuity during ownership changes.
Investment Management
Evidence-based investment approach utilizing diversified portfolios across global markets. Emphasizes low-cost, tax-efficient vehicles and strategic exposure to proven investment factors. Regular portfolio reviews ensure alignment with evolving client objectives and market conditions.
People
Andrea Camoin
Director of Individual Wealth Planning & Chief Compliance Officer
CERTIFIED FINANCIAL PLANNER with 20+ years of experience in wealth management. Specializes in tax and estate planning for retirees and business owners. Active in community financial education initiatives and Three Rivers Community College Investment Committee.
Jeff Giantonio
Financial Advisor
Holds AIF and CRPC designations with expertise in retirement planning and investment strategies. Focuses on client education and long-term financial security solutions. Committed to personalized service and ethical financial practices.
Tim Prewitt
Chief Revenue Officer
Leads business development initiatives with emphasis on expanding client services and strategic partnerships. Brings extensive industry experience in financial services sales and relationship management to drive organizational growth.
Questions
What financial planning services do you offer?
We provide holistic financial planning, retirement strategies, business succession planning, investment management, and tax optimization services tailored to individual and business client needs.
Are you licensed to work with clients nationwide?
Our advisors work with clients in states where we're properly registered, including Connecticut, New York, California, and others. We comply with all state and federal regulatory requirements.
How does your investment approach work?
We use an evidence-based strategy focusing on diversified portfolios, low-cost vehicles, and tax-efficient investing. Regular reviews ensure alignment with your evolving financial goals and market conditions.
What credentials do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS, Accredited Investment Fiduciaries, and professionals with FINRA licenses and CRPC designations from the College for Financial Planning.
How do you handle client communication?
We maintain regular contact through scheduled reviews, market updates, and immediate access to advisors during business hours via phone or email for urgent matters.
