Wade Smith

 
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As a financial professional, Wade Smith’s goal is to help empower others to make informed, confident decisions about their investments and future, so they can have full control of their financial situation and can experience what true financial independence is all about.

 

Wade was born in San Antonio but grew up in a small central Texas town of Johnson City. Instilled with a solid foundation of family, community and a commitment to always do the right thing, Wade went off to college to discover what he was meant to accomplish in life.

 

He moved to College Station, Texas, in 1990 to attend Texas A&M. While in school, he started an equine-related service business that grew into a full-time occupation by the time he graduated in 1994 with a bachelor’s degree in agricultural economics.

 

Throughout his life, he noticed some people seemed to handle their money better than others, and some people appeared to have wealth but all they really had was a bunch of debt. This concept sparked a passion in Wade to understand more. In 2000, Wade enrolled in the Mays Graduate School of Business at Texas A&M and, in December 2001, graduated with a master’s degree in finance.

 

Wade had learned a lot about finance and investments but little about the financial services industry. It wasn’t until he and his wife, Lynn, went through Dave Ramsey’s Financial Peace University class at a local church that he discovered his calling was to help others with their own finances. One of Dave Ramsey’s Endorsed Local Providers (now called SmartVestor Pros) recognized Wade’s desire to assist others and hired him right away. Today, Wade is proud to be one of Dave Ramsey’s SmartVestor Pros.

In 2016, Wade registered his own company, Smith & Wyatt, with the Texas State Securities Board as a Registered Investment Advisor and became truly independent.

 

His vision: To use his talents and abilities to help as many people as he can with their investments and financial decisions.

 

 

Why are you here?  Tired of hearing BIG fancy words like alpha, beta, yield to maturity and upside capture ratio??

Seriously...BIG words like these make me nauseous because most people have no idea what they mean.  With all the noise out there, it’s difficult to know where to look for good advice. 

Your investments have become sales opportunities, and many are looking to take advantage of your hard-earned money.  This has created a lack of trust among investors and as a result, many are unprepared for retirement.  We use everyday examples and plain English to make the confusing easy to understand.

 

My goal is to empower you to make informed, confident decisions about your investments and future so that you have full control of your financial situation and can experience what true financial independence is all about.

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