Jennifer Smith
Crafting Enduring Legacies - Guiding Your Family's Future
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Serving Clients Nationwide
Crafting Enduring Legacies - Guiding Your Family's Future
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- Exit Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About Jennifer Smith
Hi, I'm Jennifer Smith. I am an industry veteran with nearly 30 years of experience spanning financial services, commercial lending, and banking.Throughout my career, I have learned that being an advisor is about more than numbers; it's about serving people. I take a truly personal approach, getting to know each client, their life, their values, and their priorities, so their financial decisions support what matters most.
I love educating clients and inspiring them to achieve their goals, and my greatest satisfaction comes when a client discovers they have choices they didn't even know existed — a process that requires both expertise and careful attention to the client's unique situation.
I hold a Bachelor of Science in Business Administration & Finance from Bemidji State University.
I'm grateful to be part of a family dedicated to education and community. My husband Daryl has spent nearly 30 years as an enthusiastic elementary-school teacher and coach, inspiring students and athletes to discover the joy of learning. Together, Daryl and I enjoy supporting school events and initiatives that bring families together and strengthen the community.
I am happiest spending time with my husband Daryl and our three boys — whether cheering them on at a basketball game, traveling to my childhood home on the Whitefish Chain to fish, or visiting Daryl's family farm in Bagley for four-wheeling, duck hunting, or deer hunting.
Primary Location
312 Minnesota Avenue N. Suite 2004, Aitkin, MN 56431
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. Our journey together always begins with a conversation—one that is confidential, comprehensive, and focused entirely on genuinely understanding what matters most to you. We invite you to explore how Triton Wealth can serve your family's unique needs and aspirations.Offers Investment Management
Yes
About Triton Wealth
Triton Wealth is a trusted wealth partner with locations in the Brainerd Lakes community and the Twin Cities of MN, nurturing multigenerational relationships that often span from grandparents to grandchildren. We blend genuine care with a sophisticated, world-class approach to wealth management.Whether you're planning legacy transitions, navigating a complex estate, or optimizing your business planning, our dedicated team is here to provide personalized service, designed to grow and adapt with your family's journey.
Enduring Relationships
We cherish the bonds we form, supporting families through every stage of life, year after year. Our commitment is as lasting as the legacies you build.
Deep Roots, Wide Reach
While we are headquartered in the Brainerd Lakes community, we serve clients across the country. We help you navigate the complexities of managing your wealth, wherever life takes you.
Focused Expertise
We specialize in the intricate financial landscapes of high-net-worth families, offering sophisticated strategies tailored to unique assets, complex estates, and ambitious goals.
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Investment Advisory services offered through Elevation Point Wealth Partners, LLC (“EPWP”), an SEC-Registered Investment Advisor.
Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used the services of Michael Ryan or EPWP. Individual results vary, and EPWP does not claim, nor should the reader assume, that any individual experiences recounted are representative of what anyone using our services may experience. Third party posts found on this profile do not reflect the views of EPWP and have not been reviewed by EPWP as to accuracy or completeness.
Education
Bemidji State University, Bachelor of Science, Business Administration and Finance
Hobbies and Interests
- Family
- Fishing
- Hunting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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