About Us
Welcome to Smith Tax & Wealth Group where financial strategy meets real-life guidance.
We believe financial success is built through more than just filing taxes or purchasing insurance. It comes from having a trusted partner who understands the full picture of your financial life and helps you make informed decisions every step of the way.
At Smith Tax & Wealth Group, we provide integrated financial services designed to help individuals, families, and business owners protect what they’ve built, reduce unnecessary tax burdens, and create long-term financial stability. Our services include tax preparation and strategy, retirement planning, wealth-building solutions, life insurance, annuities, mortgage lending, and business financial guidance.
Meet Derrick D. Smith
Founded by Derrick D. Smith, our firm was created with one goal in mind: to provide everyday individuals and entrepreneurs with access to professional financial solutions often reserved for the wealthy. We take pride in educating our clients, simplifying complex financial topics, and creating personalized strategies that align with their goals.
Whether you're preparing for retirement, purchasing a home, protecting your family, growing your investments, or building your business, our mission is to help you move forward with clarity and confidence.
At Smith Tax & Wealth Group, you’re more than a client — you’re part of a long-term relationship built on trust, service, and results.
Our Core Focus
Tax Preparation & Tax Strategy
Retirement Planning & Wealth Building
Life Insurance & Income Protection
Annuities & Long-Term Financial Security
Mortgage Lending Solutions
Financial Education & Business Support
Our Mission
To empower individuals, families, and business owners with practical financial solutions that create protection, stability, and long-term growth.
Our Vision
To become a trusted financial resource for clients seeking a smarter, more connected approach to taxes, wealth, and financial protection.
Contact Us
469-784-1626
Fort Worth, TX (Remote Location)
Services provided Locally and Virtually Nationwide