As parents, we continually struggle to pass knowledge to our children. Unfortunately, sometimes financial knowledge is left off the list or lost in translation. Here are some tips to help teach your kids about money.
Stuart Vick Smith helps develop your long-term financial strategies from a holistic perspective. Long-term financial freedom is possible at ML&R Wealth Management LLC. Meet your goals this year with our advice.
“Finding Your Financial Path”
Stuart Vick Smith is a published author and specializes in financial planning for women and helping women find their own financial path. Her book titled, Finding Your Financial Path: A Guide for Women through Life’s Twists and Turns has helped countless women move through bumps and hurdles on their own financial journey. As a recognized representative of women and wealth in the industry, Stuart Vick Smith is ready to help you fulfill your own financial journey.
Hire An Experienced Planner
Stuart is a distinguished speaker on financial freedom for women, kids, and money, assisting aging parents and retirement planning. Her perspective on financial planning for women includes introducing targeted investment management strategies. Stuart understands that women often feel misunderstood by their financial advisors, and she places great emphasis on designing a wealth management plan that aligns with personal and professional goals. Through her approach, she helps women obtain financial freedom through wealth.
Stuart’s previous experience includes supporting high-net individuals and their families. Prior to joining our team, she gained experience with Price Waterhouse LLP in Atlanta and Charlotte. Stuart relocated to Austin, Texas in 1998. She spent five years in Dell’s corporate tax department and is an essential member of our current team at ML&R Wealth Management.
Contact Us Today
Learn more about wealth planning and contact Stuart today to begin your path to financial freedom.
- Wealth Management
- Women in Transition
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Education Planning
The University of Texas at Austin
Bachelor of Business Administration in Accounting
The University of Virginia
Master of Science in Accounting with a concentration in Tax
Current: Ann Richards School Foundation, Advisor Council.
Past: Ann Richards School Foundation, Board Member; Westwood Country Club, Board Member; Austin Children’s Shelter, Board Member; McBee Fellowship, Austin Area Research Organization; Team Fox-Pancakes for Parkinson’s; American Heart Association, Go Red for Women, Circle of Red Founder; Impact Austin; Austin Children’s Museum; Capital Area Food Bank; Girl Scouts Lonestar Council; Tax Executives Institute
- American Institute of Certified Public Accountants
- AICPA Personal Financial Specialist
Articles and Interviews By Stuart Vick Smith
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Saving for retirement can be overwhelming. It is difficult to know where to start or to have confidence you are on track. Here are five easy tips to help you build your portfolio.
As Generation X becomes known as the sandwich generation, they are struggling with where to focus their time, energy and money. With aging parents and children to take care of, how does an X'er take care of themselves financially?
