Brett Smith, MBA, CFP®
Login to view DISC.Brett is a Co-founder and Private Wealth Advisor at Upstate Legacy Planning Group, specializing in complex wealth management for high-net-worth families and business owners. A graduate of West Point and The University of Chicago Booth School of Business, he focuses on long-term, tax-efficient legacy planning.
His diverse background includes serving as President of a major motorsports company and owning a family-oriented Christian bookstore. This unique path highlights his passion for helping others optimize their potential, whether in business or through community-focused enterprise. He is dedicated to helping clients build lasting financial security.
Unique fact: He transitioned from leading an $85 million global motorsports parts company to owning a local bookstore before co-founding his wealth management practice.
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