Broker Check
Ed  Smith

Ed Smith

Private Wealth Manager

Ed Smith has been in the financial services industry for 18 years. He focuses on risk-balanced investment selection and management with financial planning for individuals, families, business retirement plans, and non-profits. Ed approaches his work in support of clients as an educator and partner, and is very process based. He really enjoys working hard to ensure his clients have a solid understanding of their overall wealth strategy and financial plan going forward. Ed presents appropriate investment choices that fit his client’s short term goals, long term goals, and risk tolerance… fit matters. He works with his clients to guide them in other wealth management areas as needed with estate attorney’s and CPA’s assistance.

Prior to joining the financial service industry, Ed applied his BS in Construction Engineering from Southeastern Massachusetts University and worked in 7 different industries; however, travel became a burden. In addition, Ed has been an EMT, an EMT instructor, on National Ski Patrol, a non-profit Board President and member, and a competitive youth hockey coach and serves non-profit Boards. Ed lives in Louisville, CO with his beautiful wife of 36 years! They are empty nesters with their son a college grad and a daughter a college junior. Ed is an avid fly fisherman, golfer, plays the 12 string folk guitar, skis, and loves to read.

340 E 1st Avenue | Suite 310 | Broomfield, CO 80020
Phone: 303.912.5432