Matthew  Smartt,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew Smartt, CFP®

Henrickson Nauta Wealth Advisors

2325 Belmont Circle Drive, Suite A
Belmont, MI 49306
(616) 361-9308

General

Matthew Smartt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Henrickson Nauta Wealth Advisors in Belmont, MI and the surrounding communities.

Financial Advisor Experience

Matt joined the firm in 2015. He is a wealth advisor and is responsible for assistance with client relationship management, comprehensive financial planning, and investment management. Matt graduated from Grand Valley State University with honors, earning a Bachelor’s degree in finance. He has earned the designation of Certified Financial Planner™. He also holds the FINRA Series 7 and 66 licenses in addition to the Michigan Life and Health Insurance License. Matt resides in Rockford, Michigan with his wife, Ellen. In his free time, he enjoys playing hockey, fishing, and golfing.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Buying a Home, Career Change, Bankruptcy, Business Taxes, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Corporate Finance, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Irregular Income, Insurance, Real Estate, Job Loss, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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