JL Smith | Holistic Wealth Management
Matt Seitz serves as the Chief Marketing Officer at C2P Enterprises, focusing on educating and supporting holistic financial advisors to help families achieve prosperity. Additionally, Matt holds the position of Executive Vice President of Marketing and Chief Marketing Officer at The JL Smith Group, an independent retirement planning and wealth management firm, where fiduciary advisors simplify and educate families on financial planning strategies. Previously, Matt contributed to the Greater Cleveland Sports Commission as a board member, directed strategic marketing at Skoda Minotti, and held various marketing roles at ERC. Matt earned a Bachelor of Arts in Marketing, Management, and Human Resources from Baldwin Wallace University.
JL Smith | Holistic Wealth Management
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.