Business Details
29 Years
experience
Your Trusted Partner for Financial Planning and Investment Management
Smithbridge Asset Management is a dedicated financial advisory firm committed to delivering superior wealth management and financial planning services. Established in 1997, we prioritize personalized investment advice and customized portfolio management, guided by integrity and decades of expertise. Our approach focuses on individual client goals, combining disciplined investment strategies with tax-efficient solutions to mitigate risk and ensure long-term growth. With over 25 years of experience and a team boasting 175+ years of collective knowledge, we maintain a client retention rate exceeding 98%, reflecting our dedication to building sustainable financial futures. Our investment philosophy emphasizes diversification, low turnover, and a consistent methodology that has stood the test of time.We serve clients through transparent communication, tailored financial plans, and a commitment to adapting strategies as client needs evolve. Our team of certified professionals, including CFA charterholders and CFP practitioners, brings specialized expertise in retirement planning, estate strategies, and asset allocation. We pride ourselves on maintaining rewarding, long-term relationships while adhering to the highest standards of professional conduct. As a registered investment advisor with the SEC, we ensure compliance with rigorous regulatory frameworks. Our mission remains unchanged: to help clients achieve economic prosperity through responsible, client-centric financial stewardship.
Services
Financial Planning
Portfolio Management
Investment Strategies
Retirement Planning
Tax Strategies
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of proven expertise in wealth management
- Our portfolios are individually designed with client goals in mind
- We employ a disciplined, tax-efficient investment methodology
- Our team includes CFA charterholders and CFP professionals
- We maintain a 98% client retention rate through personalized service
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Financial Planning
Our financial planning services help clients achieve long-term objectives through comprehensive analysis of current and future financial states. We create customized strategies addressing retirement, estate planning, tax optimization, and college savings. Our CFP professionals develop actionable plans that adapt to evolving life circumstances.
Portfolio Management
We construct diversified portfolios using a disciplined security selection process refined over 30 years. Our approach emphasizes risk management through strategic asset allocation and tax-efficient techniques. Clients benefit from continuous monitoring and adjustments aligned with changing market conditions and personal goals.
Investment Strategies
Our investment strategies combine fundamental analysis with tactical adjustments to optimize returns. We offer access to individual stocks, bonds, ETFs, and mutual funds, focusing on long-term value creation. Our low-turnover approach minimizes costs while maintaining flexibility to capitalize on market opportunities.
Retirement Planning
We develop retirement strategies that balance capital preservation with growth potential. Our plans incorporate tax-efficient withdrawal strategies, income generation techniques, and risk management solutions tailored to individual retirement timelines and lifestyle goals.
Tax Strategies
Our tax-efficient investment approach integrates with comprehensive financial planning to minimize tax liabilities. We employ techniques like tax-loss harvesting, strategic asset location, and coordinated withdrawal strategies to enhance after-tax returns for high-net-worth individuals.
People
Jonathan F. Kolle
President, Chief Investment Officer
CFA charterholder with over 25 years of investment management experience. Leads portfolio strategy and security selection, applying a disciplined value investing approach to achieve long-term client objectives.
Daniel A. Morris
Director and Co-Chief Investment Officer
M.S. in Finance with 20+ years of experience in investment research and portfolio management. Co-leads investment strategy development and risk management initiatives for client portfolios.
Shawn R. Keane
Vice President, Managing Director, Financial Planning
Certified Financial Planner with expertise in comprehensive financial planning. Specializes in retirement income strategies, estate planning, and coordinating investment strategies with client life goals.
Timothy J. DeAngelo
Portfolio Manager
CFA charterholder managing client portfolios with focus on fundamental analysis and tax-efficient investment solutions. Brings 15 years of experience in equity research and portfolio construction.
Cindy De Sainte Maresville
Financial Planner
Certified Financial Planner providing personalized financial planning services. Specializes in cash flow management, education savings, and integrating financial plans with investment strategies.
Questions
What services does Smithbridge Asset Management offer?
We provide financial planning, portfolio management, investment strategies, retirement planning, and tax-efficient investment solutions tailored to individual client needs.
How does Smithbridge approach investment management?
We use a disciplined value investing approach with fundamental security analysis, focusing on long-term growth potential and risk management through diversified portfolios.
What makes Smithbridge different from other financial advisors?
Our combination of 25+ years of experience, personalized service, tax-efficient strategies, and 98% client retention rate demonstrates our commitment to long-term client relationships.
How are investment decisions made for client portfolios?
Decisions are based on individual client goals, risk tolerance, and financial circumstances using a proprietary ranking system and 30-year proven investment methodology.
What qualifications do your advisors hold?
Our team includes CFA charterholders, Certified Financial Planners, and professionals with 175+ years of combined industry experience in wealth management.
