Privacy Policy
At W.B. Smith Companies, we take your privacy seriously. We will not sell, share, or otherwise distribute any personal information for any purpose. Any information you supply to W.B. Smith Companies—in any form—will be used solely by our team in the creation, maintenance and refinement of a financial planning strategy.
The investment strategy and investment management information presented on this Web site should not be construed to be formal financial planning advice or the formation of a financial manager/client relationship. wbsmithcompanies.com is an informative Web site designed to provide information to the general public based on our recommendations of wealth management and investment strategies and is not designed to be representative of your own financial needs. Nor does the information contained herein constitute financial management advice. The firm makes no warranty or representation regarding the accuracy or legality of any information contained in this Web site, and assumes no liability for the use of said information. Please do not make any decisions about any investment management or investment strategy matter without consulting with a qualified professional.
At W.B. Smith Companies, we take your privacy seriously. We will not sell, share, or otherwise distribute any personal information for any purpose.