SMS Investments

SMS Financial & Investment Management, operating as Streeter, Moore & Stipe LLC, provides comprehensive investment management and financial planning services. The firm constructs client portfolios with diverse investment vehicles, including mutual funds, stocks, and bonds, utilizing a fee-based approach. Capabilities encompass holistic financial planning, addressing risk management, retirement and college planning, tax optimization, and estate planning, all customized for client goals.

Stephen Streeter established Streeter, Moore & Stipe LLC in 1997, leveraging his prior experience as a financial advisor since 1995. His founding insight was to offer integrated financial solutions under the firm's original name, providing personalized guidance to address a broad spectrum of client financial needs effectively.

The firm serves a diverse clientele, including individuals, families, businesses, and institutional clients seeking expert financial direction. Services are for those managing assets, planning for significant life events, and enhancing their financial future. SMS Financial & Investment Management envisions empowering clients to achieve long-term objectives by fostering wealth growth and asset protection, ensuring financial security.