Stan's areas of expertise include portfolio strategy, asset allocation, and advanced financial planning. Stan is a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience. Stan is also licensed in NC and Virginia in Life, Health. Property Casualty and Long Term Care Insurance. After a successful career in the brokerage industry, Stan co-founded Northside Group Wealth Management to serve the client’s needs above all else. Stan's strong desire to remove the biases and sales pitches from the investment experience was a guiding force and the foundation of Northside Group Wealth Management's independent fiduciary philosophy.
Z. Stan Smith, CFP®
Northside Group Wealth Management,LLC is a Registered Investment Advisory Firm providing investment management services along with retirement planning and financial planning. Located in Mount Airy ,NC, we are dedicated to providing exceptional wealth management services by forming partnerships built on trust, understanding and thoughtful advice. Northside Group Wealth Management,LLC has been offering personalized advice, thoughtful planning and investment management to individual investors, families, retirement plans, and businesses for many years. Our advice, services and solutions are designed to stand the test of time.
We strive to provide access to services that are suitable to pursuing all of our clients’ financial needs. For services not listed below, we have also built trusted relationships with outside professionals that are experienced in assisting our clients.
Northside Group Wealth Management,LLC offers access to the following services when developing a financial plan for our clients:
Investment Tax Planning