SmithSandlin Wealth Planning

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Raleigh, NC
SmithSandlin Wealth Planning

Our first priority is helping you take care of yourself and your family. Member FINRA (finra.org) / SIPC (sipc.org).

Securities and Advisory services offered through LPL Financial, a registered investment advisor. The financial professionals associated with Smith Sandlin Wealth Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we ar

e registered to do business, please visit: https://sswp.lpl.com/

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

07/13/2026

Examine how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026. Read more: sswp.lpl.com/weekly-market-commentary

07/10/2026

AI is making scams more convincing than ever.

A recent article highlighted how scammers are now using advanced technology to impersonate legitimate companies and even build fake websites that look real.

This is exactly why we always remind clients:
Financial services firms will never ask for sensitive information like account numbers, passwords, or codes through unsolicited messages.

If you receive something unexpected:
• Pause before you react
• Avoid clicking links
• Verify directly with your provider

When it comes to your finances, it’s always better to double-check than to take a risk.

If you ever have questions about a request you’ve received, don’t hesitate to reach out.

The scammers who have been bombarding American smartphones with fake messages about packages and toll-road fines have pivoted to impersonating the phone companies.

07/08/2026

Caring for aging parents often brings both emotional and financial responsibilities. From managing potential wage changes to maintaining your own retirement savings, these challenges can quickly become complex without a clear plan. Here's how to plan ahead: https://sswp.lpl.com/blog/caring-for-aging-parents-a-financial-guide-for-the-sandwich-generation

07/03/2026

Our office is closed today for Independence Day. Wishing everyone a safe and meaningful holiday!

07/01/2026

Unexpected expenses don’t take a season off — and summer is usually a time when they show up more often. Between vacations, home projects, and the potential for surprise costs along the way, it’s easy for spending to get ahead of you. https://sswp.lpl.com/blog/why-you-need-a-summer-emergency-fund

06/29/2026

Explore current market and investor sentiment in an effort to gauge current levels of exuberance. Read more: sswp.lpl.com/weekly-market-commentary

06/24/2026

It’s important to ensure your portfolio still reflects your goals. Today's blog highlights key areas to review during a mid‑year check‑in. https://sswp.lpl.com/blog/is-your-portfolio-still-aligned-with-your-goals-midyear-review-essentials

06/22/2026

Discover Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
Read more: sswp.lpl.com/weekly-market-commentary

06/21/2026

Wishing a happy Father’s Day to all the dads, grandfathers, and mentors who guide and support the next generation!

06/19/2026

In observance of Juneteenth, our office and the markets are closed today. We will open for normal business hours on Monday.

Address

3700 Glenwood Avenue, Suite 400
Raleigh, NC
27612

Telephone

+19842682999

Website

https://sswp.lpl.com/

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