Smith Wealth Partners is a financial services firm based in Huntington Beach, California, focused on helping clients plan for today and the years ahead. The firm emphasizes personalized advice and financial strategies tailored to each client’s needs, priorities, and long-term goals. Its services and resources cover retirement planning, investments, estate matters, insurance, taxes, money management, and lifestyle considerations.

The team aims to help clients build wealth, protect their families, and preserve assets, while making financial planning easier to understand. The website also offers educational materials, including articles, videos, calculators, a glossary, and tax resources, as well as information about market behavior and investor decision-making. Clients can contact the office to ask questions or learn more about working with the team.

Smith Wealth Partners is located on Beach Boulevard in Huntington Beach. Advisory services are offered through J. W.

Cole Advisors, Inc. ; the firm and the advisory company are identified as unaffiliated entities