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Smithberg Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website smithbergwealth.com
Client types

Overview

Roger Smithberg, CFP®, CIMA® has managed this independent firm since 1998. Based in Elgin, Illinois, Roger holds both the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations. His partner, Scott A. Schmidt, CFP® also holds the CERTIFIED FINANCIAL PLANNER® designation, and is a practicing attorney who has focused his independent law practice on estate planning for over a decade. Through wealth management, insurance, and estate planning solutions they help clients grow, preserve, and protect their wealth to leave a legacy for their loved ones.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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