Who We Are
Delivering excellence to individuals and businesses since 1981
Welcome to WB Smith Companies. Since 1981, we’ve earned the trust and confidence of individuals and corporations throughout New England. We’ve helped our clients succeed by delivering pragmatic, time-tested wealth management solutions with a level of personal attention and service that’s all too rare nowadays.
We specialize in asking the right questions, at the right times, to create informed, holistic financial plans. Whether your needs involve retirement, funding education for your children, creating a sensible estate plan to preserve wealth for your heirs, or administering a benefit plan for your corporation, our approach is personal, engaged, and proactive.
At W.B. Smith we believe that true wealth is about more than just having money. It’s about having the ability to live life to its fullest, confident in the knowledge that you have a plan for the future and that your financial well-being is on target. We look forward to speaking with you.
We specialize in asking the right questions, at the right times, to create informed, holistic financial plans.