L.J. Smith & Co.A Private Wealth Company
Leadership

A Foundation of Experience

L.J. Smith & Co. is led by its founder—an advisor whose career has been shaped by some of the most respected institutions in private wealth management.

Levi J. Smith, Founder of L.J. Smith & Co.

Levi J. Smith

Founder

Levi J. Smith is the Founder of L.J. Smith & Co., an independent wealth management firm dedicated to providing objective advice and personalized financial guidance.

Prior to founding the firm, Levi advised individuals, families, and business owners at Goldman Sachs and Cerity Partners, serving clients across 31 states and 12 countries throughout Europe, Asia, and Latin America.

His career ultimately shaped the vision for L.J. Smith & Co.—an independent firm built around thoughtful advice, personal relationships, and a long-term commitment to the people it serves.

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L.J. Smith & Co.

L.J. Smith & Co. is a registered investment adviser. Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services.

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives. Clients should carefully consider their investment objectives, risk tolerance, time horizon, and liquidity needs before investing.

The information contained on this website has been obtained from sources believed to be reliable, but its accuracy and completeness cannot be guaranteed. L.J. Smith & Co. makes no representations or warranties with respect to the accuracy, completeness, or timeliness of the information provided herein.

This website may contain forward-looking statements. These statements involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expressed or implied. L.J. Smith & Co. undertakes no obligation to update any forward-looking statements.

L.J. Smith & Co. does not provide legal, tax, or accounting advice. Clients should consult their own legal, tax, and accounting advisors before engaging in any transaction. Nothing on this website should be construed as legal or tax advice.

For important disclosures, please review our Form ADV Part 2, which is available upon request or through the SEC's Investment Adviser Public Disclosure database at adviserinfo.sec.gov.

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