Wealth Management for Life | The Smith Anglin Standard of Care Explained Wealth management is more than investing; it’s about guiding people through the financial decisions they face at every stage of life. In this video, David Camarillo, of Smith Anglin Financial, explains the firm’s Standard of Care and how it supports clients through a comprehensive wealth management for life approach. Rather than focusing solely on portfolio performance, Smith Anglin’s process is designed to provide clarity, structure, and confidence across changing life stages, from early career and family building, through peak earning years, and into retirement. The Smith Anglin Standard of Care is a disciplined planning process developed through years of experience. It helps advisors address the many complex decisions clients face, including cash flow planning, retirement planning, tax efficiency, insurance planning, estate considerations, and income strategies, all tailored to an individual’s priorities, goals, and life stage.
In this video, you’ll learn:
• What wealth management really means beyond investing
• How Smith Anglin’s Standard of Care supports lifelong planning
• Key financial priorities at different life stages
• Why proactive planning builds confidence and clarity
• How comprehensive advice helps clients prepare for retirement
At Smith Anglin Financial, the goal is simple: provide thoughtful, thorough work that helps clients navigate complexity and feel confident about their financial future—today and for years to come.
Smith Anglin Financial is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
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Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org