TAX | LAW | WEALTH MANAGEMENT | INSURANCE Comprehensive… Proactive… Sophisticated… Personalized… Unique strategies for your unique life. We help you build and preserve life-long wealth by focusing financial planning, asset preservation, and investment management through the lens of strategic tax planning. Our team offers some of the most cutting edge and innovative strategies in the financial services industry. And thanks to our multi-disciplinary approach, we reach well beyond the limitations of singular financial professionals working in isolation. SMD Consulting & Accounting, LLC combines tax, law, wealth management, and insurance services to provide a specialized family office experience.