Our Firm

Perry L. Smith Consulting is located in Bellevue, Washington. I have made it my life's work to help people accumulate and retain wealth. With my relationship with Cambridge Investment Research, Inc., a broker/dealer member FINRA & SIPC, and with Cambridge Investment Research Advisors, Inc. as an a Registered Investment Advisor. I assist high-net-worth individuals, professionals and business owners. Designing and developing asset and estate planning strategies for my clients by posing one question to them, a question which I consider to be of utmost importance: Will your financial model match your asset and estate planning today and in the future?

As a steward of this profession since 1971, I believe: "Individuals with substantial wealth face unique challenges. They need the assistance of a financial advisor who can analyze their asset and estate planning and present the findings in the form of an integrated model. I accomplish these objectives by taking the time to understand your particular needs. I then work with you, your attorney and accountant to custom tailor a model that employs for your benefit the full capabilities of some of the nation's most respected and trusted financial institutions. I am committed to creating and providing this integrated model for you."