Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Gregory M. Smith
President/Wealth Advisor
As the President and founder of Storied Wealth, Gregory brings 20+ years of financial service experience to his clients, their families and their legacies as he passionately guides their journeys and provides advice for the planned and unplanned adventures in their lives. Storied Wealth was crafted with an intentional focus on the entire client, their story and the focused implementation of tailored strategies to match their values and meet their needs in each new chapter of their story.
Prior to creating Storied Wealth, Gregory began his career in finance with a major national bank before launching into independent wealth advising in 2012. In his quest for setting and delivering on high expectations Gregory has curated best in class financial planning and investment resources through Cambridge Investment Research, Inc and continues to pursue the right tools for the needs of each client with ongoing education, risk assessment and mitigation as well as portfolio management.
Gregory received his Bachelor of Science degree in Environmental, Natural and Water Resource Economics from the University of Arizona and holds his Financial Industry Regulatory Authority (FINRA) Series 7, Series 66 as well as several state insurance licenses.
Gregory grew up in Tucson, AZ where he met and married his bride Brianne, in 2004. They moved to Washington state in 2005 where they were blessed with 17 amazing years and four incredible children: Brecken ('09), Lauer ('12), Ellery Joy ('15) and Wrenigan ('19). With their two dogs, Wrigley and Fenway rounding out the eight pack, they relocated to Tennessee in 2022 and can usually be found embracing their community through youth group, baseball, basketball, dance, great food and the fun of getting out to explore nature and their new home state.
Gregory formerly served on the board of directors for the OR/SW Washington chapter of JDRF as the Advocacy Team Chair for Washington State in an effort to advocate for awareness, education and a cure for Type 1 diabetes. He has coached hundreds of children in youth sports over the years and has served as a youth mentor to young men and young adults through his church.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.