About
As a financial advisor with Wealth Enhancement, Jeff takes a holistic approach to planning. With over a decade of experience in the wealth management industry, most recently with the Householder Group Estate & Retirement Specialists, his mission is to help his clients reach their long-term financial goals. Jeff specializes in retirement planning, income strategies, protection of assets, preservation of principal, and risk management.
Jeff and his wife, Hannah, live in Denver, where he is a member of the Downtown Denver Partnership. When not in the office, you can find Jeff on the golf course or on the ski slopes.
Education
- BS - Finance, Siena College
Resources from Jeff Smith
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation