Matthew Smythe

“My goals are your goals – whatever they are, helping you reach them is my priority.”

Comprehensive financial planning makes a difference.

Financial planning is more than just investment planning. Tax, cash flow, retirement, protection, and estate planning are all needed to produce the most optimal financial plan. The plan must also be implemented with specific strategies for each individual’s unique situation. No two financial plans are alike.

Comprehensive financial planning aims to make you as independent as possible. This means a joint effort between myself and my client to make this happen.  

Planning for clients in the independent world within FSW Wealth Partners allows me to work as an independent, alleviating the “conflicts of interest” that exist in the traditional world of banking and financial planning. The client’s wants/needs/goals are paramount, and all recommendations and strategies are made to benefit the individual client.

I take a comprehensive approach when it comes to financial planning. I am genuinely concerned about every single client and determined to do what it takes to put them on the right track so they can fulfill their goals. Building a financial plan takes time, just like building a relationship with each client. My existing clients know I am knowledgeable and forthright with my recommendations but in the end, they make the final decision.

As an individual, having a sense of purpose and feeling useful and accomplished is important Being an independent wealth advisor allows me to do all three. I am truly blessed to have found a profession that allows my values and skills to shine but at the same time be helpful to others and connected to people and the community.