# TWS Planning - **Website:** - **Primary alias:** `twsplanning.com` ## Description TW Smith Planning and Investments provides personalized financial planning and investment guidance to individuals navigating wealth-building, retirement, disability, and other life changes. Led by Tyrell W. Smith, the practice focuses on bringing clarity to complex financial decisions and creating actionable plans aligned with each client’s goals and circumstances. Services include comprehensive financial planning, investment portfolio management, tax planning and optimization, retirement and income planning, and ongoing financial guidance with regular reviews and adjustments. The practice also assists with financial planning after a disability or injury settlement, Social Security planning, portfolio rollovers, wealth management, and simplifying multiple accounts. Tyrell Smith earned an MBA from Colorado State University–Pueblo and is a Chartered Retirement Planning Counselor and Investment Advisor Representative. He holds Series 7 and Series 66 registrations through ThePARTNERS Inc. and is licensed as a life, health, and annuity insurance agent. Investment advisory services are provided through The Partners Wealth Management, LLC, doing business as ThePARTNERS Wealth Management, an SEC-registered investment adviser. The practice serves clients from offices in St. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id2IVexVZX/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790436837787) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Dusty Gray | #969696 | accent | | Eden | #0d4f3d | dark | | Raw Sienna | #d49341 | light | ## Fonts - Arial — asset _(custom)_ - lato-light — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._