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6600 Peachtree Dunwoody Rd Embassy Row 600 Atlanta, GA 30328

800-887-9711
info@smarteinvestments.com
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Discover Intelligent Investing for a Smarter Tomorrow

Shrewd financial advice and savvy wealth management strategies are just the beginning.

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Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management can help you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll do our best to help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create an insurance strategy for your unique needs. Help protect your family, with our help, from the possible financial consequences of life's most-unexpected events.

Meet Our Executive Team

A century of combined experience working for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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Dave Paulukaitis

Dave Paulukaitis

800-887-9711

Geoff Smarte

Geoff Smarte

800-887-9711

Thomas Prescott

Thomas C. Prescott, Jr

800-887-9711

"When you do well, we do well" 

- Smarte Investments

“The investor of today does not profit from yesterday’s growth”

- Warren Buffet

“The markets are moved by animal spirits, and not be reason”

- John Maynard Keynes

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.
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