C. Wilson Smith III

C. Wilson Smith III, J.D.

Financial Advisor

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. 

Our team helps families and businesses articulate their "vision," assess current progress, and design a written financial plan to realize their goals.  We accomplish thsi by creating synergy amongst investments, savings, risk management, legacy, and tax mitigation strategies.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Financial Advisor, Wilson Smith will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Our team brings insight from over 50 years of collecticve financial expertise, while relying on the 161 years of strength and research from Northwestern Mutual to create an environment of learning and confidence while executing their plan.

Let Wilson help you ensure your financial future is all you want it to be.

 

What's Different About Us?

We specialize in creating income distribution plans that adapt to today's changing financial environments.  We help clients get the most out of their financial lives by maximizing the probability of succesful outcomes based on several key factors including taxes, market environment, health care costs, social secuirty optimization, longevity, and legacy goals.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck