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 Leadership Team at JL Smith | Holistic Wealth Management drives the strategic vision and operational excellence of the firm. Comprising the Chief Marketing Officer, Founder | CEO, and Chief Operating Officer, this team oversees the integration of financial services, ensures high-quality client experiences, and cultivates relationships within the industry to enhance the firm's offerings and reach. Their collective expertise fosters innovation and growth, aligning the firm's objectives with clients' financial aspirations.

Leadership Team

About

Team members

Other teams at JL Smith | Holistic Wealth Management

Client Services Team

Marketing Team