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Privacy Policy

Smart Steps Wealth Management Privacy Policy

We are committed to protecting your privacy. You may view or download our privacy policy here:

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Privacy Policy

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Smart Steps Wealth Management SMS Terms & Conditions

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SMS Terms & Conditions

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© 2026 Smart Steps Wealth Management, LLC. All rights reserved.

Disclosures | Form CRS | Form ADV2A | Privacy Policy | SMS Terms & Conditions
 

The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Smart Steps Wealth Management, LLC unless a client service agreement is in place.

Investments are not FDIC insured and may lose value.

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*What are the requirements to become a SmartVestor Pro? To join the SmartVestor program, the pros must work for investment advisors or broker-dealer firms that are not affiliated with Ramsey; have at least two years of experience as a registered investing professional; understand Dave Ramsey’s 7 Baby Steps and agree to our Code of Conduct; and participate in ongoing coaching with us to help maintain our high standards of customer service.

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Smart Steps Wealth Management, LLC is not an affiliate of Ramsey Solutions. Ramsey Solutions is not affiliated with any SmartVestor Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a SmartVestor Pro or to act for or bind a SmartVestor Pro. Each SmartVestor Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees. The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, the presence of these arrangements may affect a SmartVestor Pro’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Ramsey Solutions through the SmartVestor program. Please ask your SmartVestor Pro for more information about their fees.
 

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