Dean Smith

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection
• Wealth management

About

Dean Smith is a financial consultant based in Grosse Pointe Farms, Michigan, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Dean employs an in-depth discovery process to understand the specific situations of his clients, focusing on high net worth individuals, families, corporate executives, and businesses. His practice is dedicated to growing and protecting client assets while leveraging Oppenheimer's resources to address complex financial issues.

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