How can you pursue what matters most?

Smith Wealth Management Group

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Students sitting at desk

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Patricia Smith

    Patricia Smith

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PR
    • RI
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI

    Patricia's mission is to coordinate our clients' entire investment and financial lives. From understanding the client's individual needs and goals, to their unique retirement and estate planning desires, she employs a comprehensive approach to ensure our clients' have a clearly synchronized wealth management plan. Pat is adept in working with clients throughout their investment life cycle, from building wealth to engineering investment income. Her 30 years of experience as a financial professional provides a thorough understanding of private client wealth management.

        • Senior Portfolio Manager
        • Wealth Advisor
        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
      • Charles Smith

        Charles Smith

        Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • FL
        • KS
        Charles' focus is building fixed income portfolios and engineering investment income for our clients. He specializes in tax-free municipal and corporate bonds, having developed extensive knowledge of those markets during his 30 years of experience as a financial professional. Chuck works with clients in a consultative role, providing a comprehensive view of their retirement income plan. Previously, he earned the rank of Lt. Colonel as a jet and helicopter pilot for the U.S. Air Force, serving in southeast Asia and Europe. Chuck is now an avid golfer.

              2575 East Camelback Road
              Suite 900
              Phoenix, AZ 85016
            • Gregory Smith

              Gregory Smith, CIMA

              Investment Associate

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              • AZ
              • CA
              • CO
              • MA
              • SC
              • TX
              • VA
              Gregory's focus is delivering professional level portfolio management to our clients through the use of advanced strategies and a thematic approach to portfolio development. He holds an MBA from Emory University and attained the Certified Investment Management Analyst(CIMA®) designation at the Wharton School of Business/University of Pennsylvania. Greg's experience provides exceptional understanding of portfolio development and risk management techniques, as well as expertise in evaluating investment managers and alternative investments. Member of Investment Management Consultants Association.

                • Emory University, MBA
                • Wharton School of Business/University of Pennsylvania
                • Certified Investment Management Analyst®
                2575 East Camelback Road
                Suite 900
                Phoenix, AZ 85016
              • Elizabeth "Liz" French

                Elizabeth "Liz" French

                Senior Client Associate

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                • AZ
                • CA
                • GA
                • MD
                • SC

                      2575 East Camelback Road
                      Suite 900
                      Phoenix, AZ 85016

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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