As the Founder and Managing Partner of Forth Wealth Management, Craig Smith—a proud Florida native—has been serving clients in the financial services industry since 2006. Early in his career, Craig discovered his strength lies in guiding individuals through the critical transition from career to financial independence. Recognizing the emotional and financial complexities of this phase, he offers each client a personalized approach built on empathy, careful listening, and customized planning.
Craig is committed to the highest moral and professional standards, which have been the cornerstone of his success. He has cultivated a firm culture grounded in excellence, accountability, and a client-first philosophy.
Each client relationship is treated as a lifelong partnership, and his advice reflects a blend of professionalism, creativity, and extensive experience tailored to every unique financial journey.
Outside of his professional life, Craig finds fulfillment in family and community. He is the proud father of two children, Christian and Aryn, both of whom attend school in the Sarasota area. As a devoted sports enthusiast, he enjoys supporting the Tampa Bay Buccaneers and Tampa Bay Lightning and regularly attends games. Craig also has a passion for travel and discovering new destinations across the United States.
Craig earned a Business degree from the University of South Florida, with minors in Finance and Information Management Systems. He holds the Chartered Retirement Planning Counselor™ (CRPC®), Certified
Financial Planner™ (CFP®), and Behavioral Financial Advisor™ (BFA™) designations, reflecting his commitment to lifelong learning and providing exceptional guidance.