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AMES FINANCIAL SOLUTIONS, LLC
AMES Financial is a virtual financial planning firm. It serves as strategic partners for women in transition after divorce, first generation wealth builders...
Overview
AMES Financial is a virtual financial planning firm. It serves as strategic partners for women in transition after divorce, first generation wealth builders and C-suite executives who want to maximize their wealth and build a family legacy. Clients work 1 on 1 with Reshell Smith, a Financial Planner. Services include comprehensive financial planning, wealth building, cash flow planning, debt management, investment planning, retirement planning, college planning and insurance planning.
General information
Firm type
RIA
Year founded
2017
Principals
Reshell Smith
Founder & CEO
Reshell Smith
CERTIFIED FINANCIAL PLANNER™
Sector focus
Frequently asked questions
What is AMES Financial Solutions known for?
AMES Financial Solutions is a registered investment advisor that focuses on private credit and real estate investments. It serves high-net-worth families and institutions, often deploying capital through direct deals and managed accounts. The firm operates with limited public disclosure, making its exact investment track record hard to verify.
What investment strategies does AMES Financial Solutions use?
The firm targets private credit, real estate, and insurance-linked strategies. It avoids venture capital and early-stage equity, focusing instead on yield-oriented, downside-protected opportunities. Investments are made through direct deals and managed accounts, often alongside institutional partners.
Where does the wealth managed by AMES Financial Solutions come from?
The origin of the underlying capital is not publicly disclosed. It serves high-net-worth families and institutions, but the wealth sources of its client families are private. This is common among RIAs that prioritize discretion.
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