Harmonizing Wealth and Taxes


To ensure success, the components of your finances must harmonize. Combining the knowledge and experience
of two of the Piedmont’s premier firms can help cover your bases and prepare for a satisfying retirement. That’s why
Maestro Wealth Advisors and Smith Leonard have partnered to deliver a holistic
approach to your financial health.

The same Smith Leonard team you know and trust with your accounting needs is delighted to bring you expanded,
tax-savvy financial planning and wealth management capabilities. With a full financial team in one place, we are
able to blend both the practical aspects of tax planning with the aspirational aspects of funding your future.

View our full capabilities here.



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