SIGN UP FOR OUR
E-NEWSLETTER

(enter your e-mail address)


 

 

 



Are you receiving the personal attention and communication you deserve from your financial professionals?

Is the amount and current rate of return on your retirement savings sufficient to meet your long-term goals and needs?

How do you feel about the level of the month-to-month variations in the value of your investment accounts?

Have you adequately hedged yourself and your family against unforeseen and potentially catastrophic future expenses?

If you cannot answer yes to all of these questions ... consider the four major differences listed below which qualify us to assist you in best meeting the financial challenges you face today as well as into the future.

  1. Our Advisors are fully committed to frequent personal communication with our clients and to the continuous monitoring of their investments. We have instituted limits on our future growth thereby ensuring on-going personal attention.

  2. We devote considerable time and effort in determining our clients' goals and needs by really getting to know them on a personal basis. This allows us to gain an in-depth look into each client's financial situation and to prescribe appropriate investment strategies with the aim of meeting or exceeding expectations.

  3. Our investment strategies are very moderately conservative and broadly diversified* with the primary focus on preservation, and the responsible growth potential of your hard-earned money.

  4. We are dedicated exclusively to addressing the entire scope of our clients' financial planning and investment management needs. These include health and long-term care concerns, liability issues and risk management considerations.

*Diversification does not ensure a profit or protect against a loss. There is no assurance any strategy will be successful.


Dermann & Smith Personal Wealth Management, LLC
Independent Firm
535 Wellington Way, Suite 260
Lexington, KY 40503
Phone: (859) 252-2780
Email: info@dermannsmith.com

(Securities offered exclusively through
Raymond James Financial Services, Inc. Member FINRA/ SIPC)

About Us | Mission Statement | Our Philosophy | Access Your Account
Newsletter Archive | Contact Us | Privacy Notice | Home

2003-2008 Dermann & Smith Personal Wealth Management, LLC


This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addresses on this site. Contact your local Raymond James office for information and availability.