SMC Wealth Management

SMC Wealth Management SMC Wealth Management is a comprehensive financial services firm where we strive to have a positive Let SMC Wealth Management help you get there. CA Dept. of Ins.

Welcome to SMC Wealth Management, a comprehensive financial services firm. Our desire is to have a positive impact on those that we come in contact with each day. We care about helping you achieve the long term financial success you've dreamt of. Whether far from, nearing, or in retirement, you've worked hard to build the nest egg that will see you through your retirement years. You need a financi

al advisor that understands all aspects of investment planning and is focused on and cares about your success in retirement. Registered Principal, with securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. SMC and Cambridge are separate entities. Larry Qvistgaard is a licensed insurance agent. License #0702166

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.
11/28/2025

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
11/26/2025

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
11/24/2025

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
11/21/2025

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
11/19/2025

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
11/17/2025

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Could your portfolio benefit from a zero-coupon bond?
11/14/2025

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

11/12/2025

Start building your child's financial future today with these key points to know about Roth IRAs.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
11/10/2025

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbin...
11/07/2025

October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbing 2.27%, powered by strong Q3 corporate earnings that overcame government shutdown concerns and trade tensions. The Fed delivered a quarter-point rate cut on October 29, though Chair Powell signaled a December adjustment wasn't a "foregone conclusion." As families prepare for Thanksgiving, last year's feast for 10 averaged \$58.08, with the turkey alone representing 43% of the total cost at \$25.67.

Monthly Market Insights | November 2025 U.S. Markets Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines. The Standard & Poor...

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
11/07/2025

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

11/05/2025

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Address

215 Avenida Del Mar, Ste. B
San Clemente, CA
92672

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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