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Disclosures

Disclosures

Smart Steps Wealth Management, LLC 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.

Smart Steps Wealth Management, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Smart Steps Wealth Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

 

Hyperlinks

 

Smart Steps Wealth Management, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Smart Steps Wealth Management, LLC is not responsible for errors or omissions in the material on third party websites. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

CONTACT

CONTACT US

Our Office

3636 S. Geyer Road, Suite 100

Sunset Hills, MO 63127

Tel: 314.970.2377

Request a Meeting:

Thank you for taking the first step. Expect to hear from the Smart Steps team within 24 hours.

© 2025 Smart Steps Wealth Management, LLC. All rights reserved.

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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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