Our Philosophy

"Our outstanding prestige with our clients today rests on the depth and quality of our work.  It rests on our ability to focus on the interests of our clients and to solve their problems."

Stuart Smith, 1947

Visit any of our offices nationwide and you'll observe one consistent, overriding philosophy that distinctively defines the way we do business. "Serve, First, Last, and AlwaysSM." The essence of this philosophy is that in all client engagements, regardless of the circumstances, we help our clients take the actions necessary to put their financial affairs in the appropriate order.

Our "Serve First" philosophy - which was conceived over 60 years ago by legendary agent and manager Stuart Smith - still drives our business today.