Unlock Your Wealth Potential with Smartchase Corporate Solutions
Smartchase Corporate Solutions is a full-service wealth management firm. Our business model is to provide turnkey wealth management solutions to established CPA firms and financial advisories.
Financial Planning
Our financial planners work in tandem with our CPA partners, their tax professionals, and legal experts to create a comprehensive and personalized financial plan that becomes an essential tool for achieving financial security, reaching goals, and ensuring long-term piece of mind. More.
Asset Allocation
Asset allocation is a fundamental aspect of managing the business owner’s personal and corporate investment accounts and plays a crucial role in determining the portfolio’s overall risk and return, mitigating market volatility and inflation, and aligning investments with financial goals. More.
Risk Management
Incorporating insurance into the individual and corporate financial plans is essential to mitigate risks that can impact the financial security of both the business and the owner, such as tax, disability, and death. More.