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350 E Center Street #100,
Provo UT 84606
(801) 225-5555
[email protected]

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Check the background of this firm or investment professional on SEC IAPD.

ADVDisclosure: Melinda Perez & Craig Judd are Investment Advisory Representatives of, and Investment Advisory Services through, Portside Wealth Group, LLC an SEC Registered Investment Advisor. Portside Wealth Group, LLC and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.

For additional information, please contact our team at 801-225-5555 or [email protected].

Smart Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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