US Wealth Manager Collaborates With HNW Insurance Broker

Stephen Harris

19 December 2006

Smith, Frank & Partners, a Dallas-based firm specialising in financial planning, wealth strategies, investment advisory services and human resource outsourcing services for high net worth individuals has formed a joint venture with Dallas/Fort Worth-based insurance brokerage firm Roach Howard Smith & Barton. The collaboration will allow Smith Frank to use the property, casualty and corporate benefits expertise of Roach Howard, and Roach Howard will be able to call on Smith Frank's specialisation in wealth management and financial planning services for high net worth clients.