Our Services

Your Objectives Drive Our Relationship

You have worked hard to build up a strong financial base, and our goal is to offer the comprehensive wealth management services you need to protect and grow your assets over the long term. We follow a five-step strategic process designed to place you on the road to financial security:

  • Learn. The first key is to form a close partnership by getting to understand your goals, life situation, risk tolerance, time horizon, and income requirements.
  • Plan. Using your needs and goals as the foundation, we draw up a detailed plan of action, coordinating the various aspects of your financial life, from insurance and education planning to estate planning and charitable giving. We also create a customized investment portfolio using the asset allocation strategy that best matches your goals.
  • Monitor. We closely track your progress toward each of your goals.
  • Manage. Based on changing market conditions and changes in your life situation, we will adjust your financial plan and also regularly rebalance your portfolio as needed with the objective of meeting your financial needs.
  • Meet. We will keep you informed of your progress and your investment returns, and we will make sure that you understand each move that we make.

Our goal is to help you make the most of your financial future, and we work hard to earn your trust by always acting with integrity, transparency, and objectivity.

© 2019 Dempsey Lord Smith, LLC | 901 N Broad Street Suite 400, Rome, GA 30161 | All rights reserved
P: 706-238-9575 | F: 706-238-9578 | jerry.dempsey@dempseyi.com |
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