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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.

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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

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

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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”

Critical Estate Documents

Buying a Vacation Home? 5 Questions to Consider First

How Long Will My Savings Last If I Become Disabled?

Making Sense of HSAs and FSAs

Tell Us How We Can Help You Today!