Our
Mission
Our mission is to be indispensable
in helping our clients achieve financial peace of
mind through uncompromising integrity, trust, and
personalized service. Who
We Are
NorthSide
Wealth Management was established in 2005 to satisfy
the needs of the citizen for a practical, integrated
approach to financial planning and investment
management. We are registered with the state of
North Carolina as a Registered Investment
Adviser. We specialize in helping you make
the right decisions so that you can achieve your
financial goals now and throughout retirement.
Our clients’ number one goal is to become,
and/or remain financially independent.
We use a wide range of private money managers
for substantial accounts, and we build well-balanced
stocks, bonds, mutual funds, and ETF portfolios
through asset allocation. In addition, we specialize
in retirement planning, offering traditional IRAs,
Roth IRAs, 403(b)s, SEPs, SIMPLE IRAs, and 401(k)s.
We also offer life insurance, disability insurance,
long-term care insurance, fixed/indexed annuities,
and college planning (529).
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Z. Stan Smith, CFP®
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Unlike
most financial advisory firms, NorthSide Wealth
Management is independent. This means that our
financial advice is not tied to or influenced
by sales commissions or production requirements.
Therefore, no conflict of interest exists and
we can remain completely objective and unbiased
in the advice we give our clients. Our aim is
simple – to become your advisor and to help
your needs, goals, and objectives become a financial
reality.
Professional
Background
Z. Stan Smith is a CERTIFIED FINANCIAL PLANNER™
professional and is licenced in the state of NC
& VA in Life and Health, Property and Casualty
and Long-Term Care Insurance.
Z. Stan Smith dba NorthSide Wealth Management
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