195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Homer Smith, CFP®, CRPC®

Homer-Smith-Headshot

 

Contact Information:Swiss Ave Logo
Swiss Avenue Partners
808-295-7816
h.smith@swissavenuepartners.com
3201 Jahn Avenue NW, STE 218
Gig Harbor,  WA 98335

 

 

Homer Smith is the Managing Partner of Swiss Avenue Partners in  Seattle, spanning the greater Seattle/Tacoma area. He has over 12 years of experience in the financial services industry and is the founding partner and CEO of his wealth management firm.  He received his BA in Finance from Western Washington University in 2001.  Homer began his career in Bellevue, WA with Ameriprise Financial and quickly moved into a district management role and then to Field Vice President in Honolulu, HI where he was responsible for the recruitment and development of financial advisors.

After going back into personal practice in 2010, Homer focused his wealth management practice on middle market business owners and recognized the need for a more comprehensive solution to support those business owners on the growth and ultimate exit from their business and became an owner of Swiss Avenue Partners in 2013.

Homer is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor.  He currently sits on the board for the Harrison Medical Center Foundation as well as the Kitsap Estate Planning Council.  Homer lives with his wife, Val and their daughter, Lyla in Gig Harbor, WA.