Welcome
OUR MISSION
The Wides Group at Smith Barney is a family-run team with a long-term commitment to your financial wellbeing. We are dedicated to building relationships with the purpose of being both advisor and friend to you and your family. We are committed to preserving the relationships we develop from one generation to the next. As a team, we complement each other’s strengths and serve our clients with a wide range of knowledge and experience. It is our goal to give you the same financial security and wealth opportunities that we want for ourselves.
OUR CAPABILITIES
Our wealth management capabilities include comprehensive financial planning and professional portfolio management provided to individuals and their families. We also work with business owners to provide cash flow management, retirement and deferred compensation plans, financing options for capital expansion, and business succession planning.
FEATURED REPORT
BULLETIN BOARD
- We're delighted to make available to you the latest edition of our newsletter, Dialogues. Just click on the Our Viewpoint link on the left of the screen to obtain access to it. We hope you find it informative.
- A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
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Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
