Individual Clients

Financial decisions don’t happen in a vacuum—or, at least, they don’t when you work with Wilbanks Smith & Thomas. We offer a full range of asset management services, and we will work with all relevant professionals (such as accountants, lawyers and tax specialists) to ensure absolute integration among your financial strategy’s key components. Think of us as your quarterback, the go-to person who can communicate your strategy to the entire team.

Our expertise in retirement planning is key for our individual clients. An experienced portfolio manager will work closely with you to determine your long-term goals, and will then incorporate financial projections and cash flow analysis into a carefully balanced portfolio designed solely for you.

Our approach is holistic, and we consider all angles. We work with your accountant to minimize taxes and maximize tax efficiency. We work with your legal professionals to plan estate matters and make business transitions move more smoothly. But most importantly, we work for you. Always.