About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors is ready and equipped to help you make decisions for your future.
Who we are
At Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors, we provide customized investment planning to help meet the complex needs of successful individuals, families and business owners by integrating:
Our approach is founded on collaboration — we incorporate our knowledge with the expertise of specialists within our firm and your other trusted professional relationships, such as your CPA and attorney, to provide comprehensive analysis and coordinated execution of your investment plan.
- Asset management
- Trust and estate strategies
- Philanthropic endeavors
- Small-business ownership strategies
- Entrepreneurial opportunities
Our approach is founded on collaboration — we incorporate our knowledge with the expertise of specialists within our firm and your other trusted professional relationships, such as your CPA and attorney, to provide comprehensive analysis and coordinated execution of your investment plan.
How we can help you
Our advice and services are designed to help meet your individual needs. Wherever you stand in your wealth management journey, we have the flexibility to support you. We can help you:
- Build a new goals-based investment plan
- Refresh your existing investment plan after a significant life event
- Provide a second opinion
- Develop strategies for an upcoming liquidity event for your business
Sharing our knowledge for a true team approach
Our team members have navigated more than a decade of diverse market environments with clients located across the United States. We offer complementary skills and individual perspectives, blending a disciplined, time-tested approach with modern techniques and strategies to pursue your goals.
Promoting a wholistic view of your financial life
As we develop and maintain your plan, we consider both sides of your balance sheet— both your assets and your liabilities. Through our access to the resources of Wells Fargo Bank, we can provide lending and mortgage services for complex situations and help incorporate them seamlessly into your plan.
Collaborating to prepare for your legacy
Working in collaboration with a Wells Fargo trust and estate specialist, our team will provide advice regarding estate planning, multigenerational wealth and succession opportunities. We will also develop an action plan for you to share with your attorney, accountant, business manager and other trusted professionals, so you can have confidence that their recommendations align with your financial strategies.
Let’s start with a plan
Our team is ready to use our knowledge, resources and collaborative approach to develop solutions for your complex financial needs, while delivering an unparalleled level of service every step of the way. Contact us to learn how we can start planning for the future you envision.
Jeffrey J. Smith
- CFP
- Managing Director - Investments
- Branch Manager
Michael J. Perrone
- AWMA
- AIF
- Managing Director - Investments
Elise Syberg
- Senior Registered Client Associate
Jennifer L. Pulver
- Senior Client Associate
Jeffrey J. Smith, Managing Director – Investments is proud to have been recognized by Forbes on their 2018 and 2019 lists of America’s Top Next-Gen Wealth Advisors. From his perspective, Jeff receives these accolades on behalf of his amazing team and the wonderful clients he’s honored to serve.
2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Michael J. Perrone, Managing Director – Investments is proud to have been recognized by Forbes on their 2022 list of the Top Next-Gen Wealth Advisors Best-In-State. From his perspective, Michael receives these accolades on behalf of his amazing team and the wonderful clients he’s honored to serve.
2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Our Location
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.