investment strategies that empower purposeful living
Wealth Tailored to You the Smartt Way
Financial planning built on nearly five decades of trust, not sales quotas. We're a fee-only fiduciary advisor serving families and business owners, with no products to push and no minimum account size to meet.
Guidance for Every Stage of the Journey. Investing with Confidence & Clarity.
Smartt Wealth exists to help families and business owners make sense of their financial lives, one honest conversation at a time. Every plan we build, and every relationship we keep, is guided by the same core values that have shaped this firm since 1979.
- Education: we teach clients to understand their own financial decisions, not just follow instructions
- Transparency: clear fees, clear reasoning, no fine print surprises
- Communication: real conversations, not jargon or sales scripts
- Abundance: planning rooted in possibility, not scarcity or fear
- Integrity: doing right by clients even when no one's checking
WHERE THE JOURNEY BEGAN
Founded in 1979, Still Walking the Same Road
Steve has held his CFP designation since 1982, back when there weren't many advisors who had one at all. He went on to teach CFP coursework to other advisors, which tells you something about how deep that knowledge runs. Nearly 50 years later, that same commitment shows up in every step we take with East Valley families.
- Nearly 50 years serving families & business owners
- Former CFP credentialed, among the first in the nation
- Experienced CFP coursework instructor for other advisors
- Rooted in Gilbert, AZ with deep East Valley ties
A DIFFERENT KIND OF GUIDE
What Sets Us Apart on the Road Ahead
Our investment approach isn't guesswork or gut feeling. We partner with Matson Money, a firm built on decades of academic research into how markets actually behave over time. It's a disciplined, evidence-based methodology, not a rotating sales menu of "hot" products, and it's paired with a fee structure that never rewards us for selling you something you don't need.
Investment Planning
Ongoing portfolio management built on evidence-based principles, not guesswork or product quotas.
Retirement & Social Security Planning
Timing your retirement and your Social Security claim to work together, not against each other.
Tax Planning
Coordinating your investments and withdrawals to help minimize what you owe over time.
Estate Planning
Making sure what you've built passes on the way you intend, without unnecessary complication.
who we serve
Built for Every Stage of Your Life
New clients at any asset level, with no minimums to start
Whether you've worked with us for years or you're just starting to think seriously about your financial future, there's a place for you here. We serve existing clients across the East Valley, the next generation inheriting family wealth, and newer clients of any asset level who are ready to build a real plan.
