SMEDLEY FINANCIAL SERVICES, INC.[R].

• Position: SPECIAL SECTION: WEALTH MANAGEMENT

SMEDLEY FINANCIAL SERVICES, INC.[R]

102 South 200 East Suite 100 | Salt Lake City, UT 84111 | 801-355-8888

WHAT MAKES YOUR PRACTICE DIFFERENT FROM THE REST?

We work together as a team to deliver the best possible experience to business owners, executives, families, and retirees. We help our clients live meaningful lives by focusing on their values and goals. We customize our services and strategies to fit their unique needs. As a full service wealth management firm, we integrate everything from investment management, retirement income planning, and business transition guidance; providing strategies to help clients successfully move through the transitions of life. Our independence as a firm prevents conflicts of interest and allows us to put our client's needs first. Our clients benefit from over 100 years of combined experience within our wealth management team.

WHAT MAKES YOUR CLIENT EXPERIENCE UNIQUE?

We provide customized service to each and every client. Our team approach to delivering high level service makes us unique among our peers. One client's needs may center on finding a buyer for a business while another's may center on using the assets they have acquired to create income in their retirement years. Regular face-to-face meetings and frequent communication allows us to have open discussions with each client and to provide additional guidance when needed. This helps clients be prepared for changes that may impact them financially. It also keeps us up-to-date on their changing lives.

WHAT IS YOUR INVESTMENT AND RISK MANAGEMENT PHILOSOPHY?

Protect what you have, be compensated for the risk you take, and invest according to your values and goals. These are three key objects we focus on when identifying investment opportunities. We believe that a consistent investment strategy is critical in this rapidly changing world.

Risk is synonymous with the stock market. Our team of professionals create personal wealth plans and strategies that complement each client's ability to take risk. We combine the time-tested benefits of diversification with flexible investment strategies to help us...