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.

Finance

JL Smith | Holistic Wealth Management

Jason L Smith

Jennifer T.

Robert Lacivita

Matt Seitz

The Client Services Team at JL Smith | Holistic Wealth Management is dedicated to delivering exceptional support and guidance to clients throughout their financial journey. This team ensures a seamless experience by addressing client inquiries, managing account details, and facilitating communication between clients and financial advisors. Additionally, they play a vital role in business development by nurturing client relationships and promoting a client-centric culture within the firm.

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