Why Was SS&A Formed?

Gregory Smith says it best:

“Mackay and I started this business because so many in our industry have failed to put client’s needs in front of their own. Too many advisors push products that clients do not need or understand. Some wealth advisors prefer to impress with financial jargon, overly complex strategies, or frequent (often costly) tactical maneuvers. We wanted to be different. We offer simple and customized solutions to complex problems that help our clients achieve the things they want most from money: obtaining an independent retirement, educating the next generation, caring for aging parents, and creating legacies that last.”