WB Smith Companies

One Grafton Common
Grafton, Ma 01519
508-839-4465

Bill Smith began his career with a vision. After graduating from Bryant College with a BA in Economics, he established a financial planning and investment firm based on integrity, responsibility, accountability, teamwork, and service. "Our mission", he says, "is to provide our clients with the highest quality financial and wealth management service in New England. That means experience, specialized training, certification, and above all, integrity, applied on a personal level." The result is a clear, concise plan for a specific individual or corporation.

"Financial planning is a lot like comparing snowflakes," Says Bill Smith, founder of WB Smith Companies. "At first glance one client's needs may seem nearly identical to another's, but after careful inspection, key differences begin to emerge. It is our job to identify those differences and devise the most appropriate financial strategy."

Bill calls his approach "directional planning." The first step in the process is listening. Bill and his associates have an innate talent for uncovering each client's needs and expectations whether they involve retirement, college, estate structure or a corporate benefit plan. "We ask a lot of questions," says Smith, "and our clients, in turn, ask a lot of questions of us. Together we develop a clear picture of each client's needs, goals, and expectations - a picture that is kept in strict confidence in our office."

Next, we shift from listener to advisor as we tailor each client's financial plan. This includes timely investments within a structured, well-diversified portfolio. Risk and reward are balanced according to the client's attitude and comfort level. "The planning and advisory process is dynamic," says Smith. "We review each plan diligently and frequently. We are able to anticipate and react quickly to any changes to the client's financial environment."

Twenty-five years later, the growth and reputation of the firm speak volumes about Bill's commitment to his core values. WB Smith Companies now manage over $200,000,000 in client assets. Their dedicated staff including Gerry VanderBaan, Joan Tosti, and Rebecca Smith have over 30 combined years of industry experience. Advisors, David Ferreira, Ed Zywien, Jane Mitchell, Ron Foisy, Timothy Harrington, and Thomas Heney have a combined 65 years in business. Along with relationships developed over the years, including Gerry Gaudette, a partner in the former Smith Gaudette Financial Services, the focus has always remained the same ~ Strong, Intelligent Investment Decisions.