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FIRM UPDATE:

In 2024, the management boards of Smarte Investments & Valoren Advisors approved a formal merger of the practices into a new advisory firm - Valoren Smarte Wealth Advisers, a Member of Advisory Services Network, LLC. We believe this merger will enhance the value we deliver to our clients.

Discover Intelligent Investing for a Smarter Tomorrow

Shrewd financial advice and savvy wealth management strategies are just the beginning.

How We Work

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Services

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Estate
Effective estate management can help you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll do our best to help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create an insurance strategy for your unique needs. Help protect your family, with our help, from the possible financial consequences of life's most-unexpected events.

Meet Our Executive Team

A century of combined experience working for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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"When you do well, we do well"

- Smarte Investments

“The investor of today does not profit from yesterday’s growth”

- Warren Buffet

“The markets are moved by animal spirits, and not be reason”

- John Maynard Keynes

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

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Tell Us How We Can Help You Today!

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Discover Intelligent Investing for a Smarter Tomorrow

Your Goals. Our Strategies.

Meet Our Executive Team

Helpful Content

About Us

Addison Lauren

Dave Paulukaitis

Geoff Smarte

Jeremy Vaughn, CPA, CFP®

Jesse Parsons, CFA

Siegfreid Lauren

Thomas C. Prescott, Jr

"When you do well, we do well"

“The investor of today does not profit from yesterday’s growth”

“The markets are moved by animal spirits, and not be reason”

Test Your Estate Strategy Knowledge

Catch-Up Contributions

Disability and Your Finances

What Will You Do With Your Bonus or Windfall?

Tell Us How We Can Help You Today!