Adam Bauer

Co-founder, My Farm Business, LLC

"Jason Smith has been an exceptional financial advisor to our family for several years. His guidance has consistently reflected deep expertise, integrity, and genuine care for our long-term goals. Whether navigating complex decisions or simply checking in, Jason brings clarity and confidence to every conversation. He’s not just knowledgeable — he’s proactive, responsive, and always one step ahead. We trust him completely and consider him an indispensable part of our financial journey. Simply put, Jason is the best."

Joe Higgs

President, Bank of Farmington

“Partnering with Jason Smith and Legacy Private Wealth has been a transformative decision for Bank of Farmington.  Jason’s extensive investment expertise and client-centric approach accompanied with Legacy’s vast resources and rich history have allowed us to expand our wealth management offerings, delivering greater value to our customers.  Together, we’ve created a seamless experience that combines trusted banking services with world-class investment solutions.  This partnership has not only enhanced our capabilities-it has strengthened the long-term financial well-being of our clients.”

Dr. Justin Brown

Founder/Owner, Brown Animal Hospital

"Jason Smith has been our financial advisor for many years.  His knowledge of investments and investment-related tax strategies is unmatched. We have used Jason's services on several fronts, including with my small business and with personal investment planning.  We have always appreciated the fact that he is able to tailor to the specific needs of his clients and doesn’t try to employ a “one size fits all” strategy.  He has the utmost integrity and patience and is readily available when we need advice, guidance or a change in strategy.  I have found him to be professional and respectful but at the same time he feels like a member of our extended family.  I have recommended Jason with complete confidence to my closest family and friends."