Forth Wealth Management | Financial Strategy

Our Team

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Our Mission

At Forth Wealth Management, we believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community.

Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

The forth wealth difference

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Meet the team

Craig Smith, CFP® CRPC® BFA™

Financial Advisor

(941)800-5187

(941)366-0043

csmith@forthwm.com

Craig, a Florida native, began his career in financial services in 2006. Craig realized very quickly he is best suited for helping clients in the transition between career and financial independence. There are many challenges that...

Jessica Kiser

Marketing Consultant

jessica.kiser@lplfinancial.com

Jessica Kiser is our Marketing Consultant. She is an LPL Financial Employee. Jessica is part of the Marketing Solutions program in Fort Mill, SC, that supports multiple advisors. She graduated from the University of North Carolina at...

Mary Richardson

Executive Assistant

(941)800-5187

9413360043

mrichardson@forthwm.com

Mary brings more than 25 years of experience in the financial services industry, with a background spanning firm operations, regulatory compliance, and client service. Over the course of her career, she has held a variety of leadership...

Valerie L'Heureux

Operations Manager

(941)800-5187

(941)366-0043

valerie.lheureux@lpl.com

Valerie L’Heureux serves as Operations Manager at Forth Wealth Management, where she supports the firm’s daily operations and helps create a positive client experience. She brings 40 years of experience in administrative and office...

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