WealthSmith Financial Planning of Portland

WealthSmith Financial Planning is a financial planner in Portland, ME, located at 75 Pearl Street. The firm provides investment and financial advisory services to individuals and business owners through its affiliation with Cambridge Investment Research Inc, a Registered Investment Advisor.

Services include retirement planning, wealth management, advanced estate planning, tax management, education planning, qualified plans, long term care insurance, and Medicare planning. The firm also assists with business succession and exit planning, including disability buyouts.

The financial planning process begins with discussions regarding financial goals and personal objectives, followed by a review of high level strategies and service costs. Once a path is determined, the firm assists with implementation steps such as saving plans, insurance, and asset management. Plans are reviewed and updated periodically to account for changes in life situations. For small business owners, the firm offers services including qualified retirement plans such as 401(k), 403(b), and 457 plans, salary deferral savings, cash management, and key employee benefit and retention programs.

The owner, Gary, has over 25 years of experience in the field. He holds CFP®, ChFC®, and AIF® designations and maintains FINRA Series 7, Series 63, and Series 65 registrations. The firm provides clients with asset allocation reviews, retirement income planning, and wealth management documents to track progress toward stated goals.

The firm sits on Pearl Street in Portland, just over a tenth of a mile from the Cumberland County Courthouse and the Portland Police Department Headquarters.

BizScoreAI gives the website a technical score of 91 out of 100, which means the site is secure and easy for search engines to read without errors. The business also holds a discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the firm can be in AI assistant recommendations.