# AMES FINANCIAL SOLUTIONS, LLC

AMES FINANCIAL SOLUTIONS, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** https://amesfinancialsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/reshellsmith

## Regulatory record

- **CRD number:** 172728
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172728

## About

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.

## Sectors

- Private Credit
- Real Estate
- Insurance

## People

- Reshell Smith — Founder & CEO
- Reshell Smith — CERTIFIED FINANCIAL PLANNER™

## 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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Last updated: 2026-08-11T15:06:04.815Z

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