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Donis Smith

Senior Vice President – Wealth Management, UBS Decision Point Wealth Consulting
BIO

Donis Smith, CFP®, CDFA® oversees the financial planning process for Decision Point Wealth Consulting and works closely with clients and their families to assist them in reaching their fiscal goals for the future. In addition to h  

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Other
May 6, 2022

What to Consider When Establishing Scholarship Funds

Whether you want to honor a loved one, add to your legacy, give back to your community or improve access to education, funding a scholarship can help you reach your philanthropic goals and support fut ...

Financial
Feb 2, 2022

Millennials: 10 Reasons to Consider Joining a Junior Board

The nonprofit sector plays a vital role in providing services for needs that are not otherwise sufficiently addressed. As a result, nonprofit activities generate incredible impact on communities and t ...

Financial
Dec 14, 2021

The Top 5 Questions Parents Ask

1. WHEN DO I BEGIN? Children have some concept of money by age 7. They understand that money buys things, but they may not understand what else money can be used for or how you acquire money. Paren ...

Financial
Aug 4, 2021

Before You Remarry, Do This

Embark On Your Next Life Path Equipped With Knowledge About Your Financial Well-Being. If remarriage is on your horizon, congratulations! It can be an exciting new adventure, as well as an opp ...

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