Crunching the numbers for your scenario. This should only take a moment.
Smarter Way Wealth, LLC is a registered investment adviser in the State of Connecticut (CRD #342140 — verify on IAPD). Registration does not imply a certain level of skill or training.
Information provided is for educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investing involves risk, including possible loss of principal.
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Disclosures last updated 2026-04-28. © 2026 Smarter Way Wealth, LLC. All rights reserved.
UpgradeYourAdvice
Simplicity
“Always Add Value” is our mantra. Convenience is just one of those ways.
Where you are
Schwab, Fidelity, Morgan Stanley, or multiple custodians - no need to transfer assets to another firm. We can advise you no matter where your assets are.
When you can
Virtual-first conversations, rotating Tuesday evenings, and one Saturday per month.
The rigor and investment expertise of a CFA Charterholder. The planning and process of a CFP® professional. 20+ years of real advisory experience.
20+
years experience
Advice should be built around your unique situation and goals, not a product shelf, sales quota, or asset-gathering incentive.
1
person we answer to: you
No proprietary product agenda. No requirement that your assets move before the advice can start.
$100
per month flat fee
ImproveYourTools
See how income, spending, taxes, and portfolio withdrawals interact before you make a major decision.
Flow
retirement income clarity
Compare conversion windows, tax brackets, Medicare impacts, and legacy goals in one plan.
Roth
conversion analysis
Coordinate claiming, income, IRMAA exposure, and survivor planning instead of viewing each choice in isolation.
Age
timing matters
We believe asset location is as important as asset allocation. Do you have the right assets in the right accounts? We have found many investors do not, and this is one more way we add value.
Fit
portfolio tied to plan
Planning fit
Smarter Way Wealth is built for households that want credentialed planning, better tools, and a fee model that does not grow just because the portfolio grows.
CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute. CFP marks are owned by CFP Board. Credentials do not guarantee investment results.
