Address : 6190 Powers Ferry Road, Suite 505 Atlanta, GA 30339 Email :

To learn more about the professional history of our financial professional(s), please visit FINRA’s BrokerCheck.

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There’s an old adage that "those that can’t do, teach." Portsmouth-SmartLife was built on the belief that "those that can do will innovate and prosper," and together help others to do the same. With this mindset, three Innovators from separate but allied components of the wealth management services industry came together to create a unique environment.

Portsmouth-SmartLife Goals

The Goal

Portsmouth-Smartlife lends advisers the support required to run a successful business by providing services and tools including a robust technology package, compliance, and operations. Our state of the art financial services toolbox affords the adviser the time to focus on what is paramount - the client. We provide the concierge services required to accelerate growth, deliver an unsurpassed client experience, and increase enterprise value while preserving the adviser’s independence. Our mission is to meet and surpass the platform expectations of advisors joining us from both independent and wirehouse environments. Our goal is to give advisers confidence that our premium solutions suite and services will exceed expectations, so they are empowered to win business and achieve long-term success.