JL Smith Holistic Wealth Management

09/02/2026

We’re thrilled to share we’ve been named a 99 winner for 2026 — marking four consecutive years of this recognition for excellence in attracting and retaining top talent in Northeast Ohio.

The award, presented by ERC, recognizes the region's best employers based on workplace policies, practices, and direct employee feedback.

As one of the fastest-growing financial planning firms in the region, we know that great client experiences start with a great team. We're proud of the culture we've built and excited for what's next.

Read more: https://hubs.la/Q04wj2JF0

08/04/2026

It's not about what you earn in retirement — it's about what you keep.

Tax and retirement rules are always changing and understanding how the tax code works once you've stopped working could make a real difference in how much of your savings actually stays yours.

Join JL Smith Holistic Wealth Management for a complimentary workshop, Taxes in Retirement. We'll cover the marginal tax system in retirement, IRA required minimum distributions, how Social Security is taxed, why Medicare premiums can rise with income, and tools for real tax control.

No products. No sales pitch. Just real, actionable education.

Tuesday, August 11 or Thursday, August 13 | 6:00–7:30 p.m. Eastern
Lorain Public Library System, Avon Branch — 37485 Harvest Dr, Avon, OH 44011

Seating is limited.

Reserve your spot today: https://bit.ly/3TSpWlJ

06/12/2026

The timing of a market downturn can matter a lot more in retirement than it did while you were building wealth.

If a downturn hits early in retirement, while you are already drawing income from your portfolio, the damage can outlast the recovery. It is one of the most consequential risks high-net-worth families face, and one of the least discussed.

We published a piece on what you can do about it.

Read it here: https://bit.ly/4x4FFgT

Are annuities worth considering for retirement? A balanced, fiduciary look at where annuities may fit within a high-net-worth retirement income plan.

05/11/2026

Succession planning is one of those things business owners know they should do eventually. The problem is that for many, eventually usually comes too late.

The financial and structural preparations that determine how much you walk away with take years to put in place. Prosperity Capital Advisor Partner and Senior Wealth Manager, Bryan Bibbo, AIF®, NSSA®, BPC, CEPA® broke down what to do in the 5 to 10 years before a sale or transition to help you make the most of it.

Read it here: bit.ly/3OSFvaU

Many business owners start succession planning too late. Here is what to do in the 5 to 10 years before a sale, from valuations and entity structure to tax positioning and personal retirement planning.

04/23/2026

Bryan Bibbo has been named an Excellence Awardee for Advisor of the Year in the Midwest, along with recognition for community impact in the 2026 InvestmentNews Awards.

This is a reflection of how we approach planning. Education first. A disciplined process. A focus on helping clients make informed decisions across every area of their financial life.

Bryan’s leadership in both client work and community involvement represents what holistic wealth management looks like in practice.

Proud to see this recognition and the continued impact of our team.

Read more here: https://hubs.ly/Q04df_RQ0