Brett Smith, MBA, CFP®

My unique background allows me to truly understand what business owners go through and what it’s like to be in their position. I have owned and run multiple businesses (including a globally recognized family business) and managed 400+ employees. I know that finding comprehensive financial planning and corresponding assistance with managing financial plans can be a rarity where many advisors are more focused on managing assets, rather than plans. I am highly motivated to help my clients clarify their goals and objectives by not only providing services regarding their business, estate, and financial planning needs, but truly joining them on their journey. It is particularly rewarding to assist families for multiple generations. I believe in equipping my clients to prepare for their futures, by creating incremental gains in their accumulated wealth while teaching future generations how to properly steward those family assets. Please feel free to reach out to me via a LinkedIn message and visit my website to learn more about me, www.upstatelegacyplanning.com. Specialties: Financial Analysis | Financial & Estate Planning | Wealth, Asset & Risk Management | Strategic Planning & Implementation | Change Leadership | Value Maximization | Team Development & Mentoring | Entrepreneurial Leadership | Negotiating | Organizational Restructuring | New Market Penetration & Development | Brand Development & Expansion | ERP Implementation | EPA, CARB, & CPSC Compliance Expertise | International Business & Sourcing | New Product Development & Deployment