INDEPENDENT WEALTH MANAGEMENT · WILMETTE, ILLINOIS

Clarity for your wealth. Confidence in your future.

Independent, fee-only wealth management and financial planning for individuals, families and business owners.

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Our Approach

Independent by design. Personal by nature.

A boutique advisory firm deliberately structured around individualized advice and investment management.

Independent

Advice focused on clients and their financial objectives rather than product sales or commissions.

Evidence-Based

A disciplined investment philosophy informed by research, diversification, cost awareness and long-term thinking.

Comprehensive

Investment management coordinated with retirement, tax, estate and the other components of a client’s financial life.

INVESTMENT PHILOSOPHY

Research, not speculation.

A disciplined investment philosophy draws on academic research, broad diversification, cost awareness and long-term focus—not predictions or emotional reactions.

Diversification designed around risk and expected return

Long-term discipline through changing market conditions

Attention to costs, taxes and practical implementation

WHAT WE DO

Your financial life is interconnected. Your advice should be too.

From investment strategy to the choices that shape retirement, taxes, legacy and daily financial decisions, advice is coordinated around what matters to you.

Investment Management

A disciplined portfolio approach designed to serve your objectives, timeline and capacity for risk.

Investment Management

A disciplined portfolio approach designed to serve your objectives, timeline and capacity for risk.

Retirement Planning

A practical view of income, spending, savings and the decisions that support the next chapter.

Retirement Planning

A practical view of income, spending, savings and the decisions that support the next chapter.

Financial Planning

An ongoing framework that brings priorities, choices and tradeoffs into clearer focus.

Financial Planning

An ongoing framework that brings priorities, choices and tradeoffs into clearer focus.

Tax-Aware Planning

Planning that considers tax implications alongside investment and financial decisions.

Tax-Aware Planning

Planning that considers tax implications alongside investment and financial decisions.

Estate & Legacy Planning

Thoughtful coordination around the people, values and intentions that shape your legacy.

Estate & Legacy Planning

Thoughtful coordination around the people, values and intentions that shape your legacy.

Risk & Decision Support

A steady perspective for important financial choices, expected and unexpected.

Risk & Decision Support

A steady perspective for important financial choices, expected and unexpected.

YOUR ADVISOR

Experience matters. So does independence.

Jeffrey Smith, CFP®, CFA®, MBA

NSIC was co-founded by Jeffrey Smith, a seasoned financial professional with more than 30 years of portfolio management experience, including oversight of pension and corporate assets in an institutional setting.

Meet Your Advisor

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(847) 445-4100

jsmith@nsinv.com

1150 Wilmette Avenue, Suite E
Wilmette, IL 60091