Smartt Wealth Solutions, LLC

Steven Smartt is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smartt Wealth Solutions since 2014. In addition to his advisory role, he is involved in a life insurance brokerage with various carriers, dedicating fewer than five hours per week to this activity. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily to individual and high-net-worth clients. The firm collaborates with Matson Money for platform management and fee billing while offering educational seminars and coordinating with other professionals to support client needs.

Mark Hall is a financial advisor at Smartt Wealth Solutions, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Smartt Wealth Solutions since 2015. In addition to his advisory role, Hall is a partner and attorney at Mark E. Hall, PC, where he dedicates the majority of his time. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily to individual and high-net-worth clients. The firm operates through a co-advisor arrangement, offering educational seminars and coordinating with other professionals, while focusing on fundamental, technical, and cyclical analysis within a structured financial planning process.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has been a partner and owner of Elevate CPA Advisory PLC since 2002, where he provides tax and accounting services. Smartt Wealth Solutions offers personalized financial planning and co-advisory investment services primarily to individual and high-net-worth clients. The firm collaborates with Matson Money for platform management and emphasizes educational seminars, coordination with other professionals, and a distinctive service model that includes client-directed proxy voting.