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 Marketing Team at JL Smith | Holistic Wealth Management is dedicated to promoting the firm's financial products and services, enhancing brand visibility, and engaging with clients. They develop strategic marketing campaigns, manage digital marketing efforts, and optimize client acquisition funnels to effectively communicate the firm's value proposition. By leveraging market insights and data analytics, the team aims to attract and retain clients while fostering trust and confidence in the firm's holistic approach to wealth management.

Marketing Team

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Client Services Team

Leadership Team