Mark Smith, president of M.J. Smith and Associates in Greenwood Village, was recently named a Five Star Wealth Manager for 2013. Smith, a Summit County resident, is a certified financial planner and public accountant.
The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals and dentists in more than 45 markets in the U.S. and Canada. Award candidates were chosen by one of three sources: firm nomination, peer nomination or pre-qualification.
This is the second year Smith, who has more than 30 years of experience as a wealth manager, has won the award.
“I’m very proud of the recognition,” he said. “We have clients all over, from Maine to Alaska, and right here in Telluride, Durango and all over the state. This definitely helps with our credibility-building.”
Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions. Other criteria included client retention rate and firm standards.
M. J. Smith and Associates offers fee-based asset management services, with a comprehensive financial planning approach, which includes income-tax planning.
“Because of the information age we live in, there is so much information out there, the average investor gets perplexed,” Smith said. “When you’re managing your wealth long term, the bottom line is to have a balanced portfolio.”
Smith said he is constantly looking for ways to help individuals with investments or retirement planning.
“With baby boomers now going into retirement, it’s a bittersweet reality because they are expected to live for much longer, and need help making certain their money will last as long as they do,” he said. “The future is quite bright for those of us dedicated to preparing people for retirement.”