task

Preventing financial success

Our mission at Smart Plate is to promote financial success for our clients through proven investment strategies, personalized wealth management, and comprehensive financial planning services. By prioritizing our clients’ financial goals and investing our expertise, we strive to secure their financial future and prosperity.

Our team

Meeting with our experts

Meet our dedicated team of experts who provide exceptional financial services. Each team member brings unique values and expertise to ensure the best outcomes for our clients.

Andrew Mitchell

Investment Manager

David Patel

Welfare Manager

Olivia Patterson

Financial advisor

Sofia Rodriguez

Threat analysis

Michael Lee

Financial strategist

Emily Thompson

Investment advisor