Sky Vision Wealth, LLC

Sky Vision Wealth, LLC is a financial advisory firm based in Columbus, Ohio, established in 2021 and wholly owned by Adam Smetzer. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include Comprehensive Portfolio Management and Retirement Plan Consulting. For Comprehensive Portfolio Management, clients are provided with asset management, financial planning, and consulting services. The firm conducts client meetings to understand financial goals, risk tolerance, and investment objectives. Investment strategies may include individual stocks, bonds, ETFs, options, mutual funds, and other securities. Retirement Plan Consulting services assist employer plan sponsors in establishing, monitoring, and reviewing participant-directed retirement plans. The firm charges an annual fee based on assets under management for Comprehensive Portfolio Management, with fees billed quarterly in advance. The minimum account balance for this service is $100,000, with exceptions made on a case-by-case basis. The firm does not charge performance-based fees and does not offer or sponsor a wrap fee program. Sky Vision Wealth, LLC recommends Charles Schwab & Co., Inc. as a custodian and broker for client assets. The firm does not accept proxy authority to vote client securities and does not charge performance-based fees. Adam Smetzer, the Managing Member & Chief Compliance Officer, holds professional designations including CFP®, CPA, and Series 7 and 66 licenses. As a fiduciary, the firm upholds high ethical standards, provides full disclosure, and prioritizes client interests. Clients are encouraged to review the firm's Code of Ethics for further details on personal trading policies and potential conflicts of interest. For more information, clients can contact Adam Smetzer at (614) 412-8737.