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William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC

8816 Six Forks Road
Suite 301
Raleigh, NC 27615
Phone:
  • 919.719.3839

Patience. Vision. Leadership.

As an active and interested member in our great community, I am very proud to represent my clients as they reach for their financial goals and dreams. Whether meeting with an individual, family, or business, I make it a point to do something that has become somewhat of a lost art these days: listen. When I’m doing less talking and you’re spending more time sharing your intentions and goals with me, we're able to make true progress. 

Whether you’re interested in wealth accumulation or protection, you can rest assured that our client-centered approach is one that can not only benefit you, but also the forthcoming generations that depend on the financial decisions that you make today.

Thank you for your interest in my website and please feel most welcome to contact me for additional information or to schedule a meeting.