Over 20+ Years of Estate Planning and Trust Services
Building Trust, Protecting Futures
How can we help?
Estate Planning
Crafting a properly structured estate plan will prepare your next generation for success.
Trustee Coaching
As a Trustee of a Trust you want to make sure that you are in the best position for controlling your legacy.
Education
We provide the education necessary for the next generation to pass on what you have built.
Meet Jerry Van Essen
For decades, the most powerful financial strategies have been the closely guarded secrets of the ultra-wealthy.
Today, Asset Smart is changing that narrative. We're opening the vault of elite wealth tactics and sharing them with you!
Financial challenges are mounting every day. Each moment you wait could be costing you opportunities.
Our team of Estate Planning & Trust Architects are ready to guide you from financial uncertainty to prosperity and security.
20+
Years of Experience
1000+
Trustees Coached
25M+
AUM
More Resources
Keenan Roberts is a business strategist, entrepreneur, and podcast host dedicated to helping families and business owners build, protect, and sustain their legacies. Based in the Dallas-Fort Worth metroplex, he specializes in estate planning and life insurance, providing strategic solutions for long-term security and growth.
As the host of The Keenan Roberts Advantage podcast, he shares insights on business strategy, personal growth, and wealth-building. With a background in business development, financial planning, and leadership, Keenan empowers clients with the knowledge and tools to achieve lasting success.
How it Works
Referral Only
We work exclusively on a referral basis. This ensures that our clients are a good fit.
Submit Application Form
Fill out our application and we will be in touch.
Transform Your Wealth
If you qualify, we will begin crafting an estate plan respective to your situation.
Mission
Our Mission is to help families & business owners tactically grow, preserve, and transfer wealth through estate planning & education.
Vision
Our Vision is to be the most trusted partner in guiding the stewardship of wealth—ensuring continuity, control, and confidence across generations.
Happy Clients
Read what clients have to say about us
"I am really impressed with what I've seen here....I thought it was too good to be true."
Troy
Asset Smart Client
"We're able to sleep at night much better not worrying about how am I going to do this or do that I am much more at peace now with the strategy.."
Jim & Megan
Asset Smart Client
"This trust thing has opened my eyes. I am blown away as to how we can do this and protect ourselves...there is nothing more valuable than that...."
Cheryl
Asset Smart Client
Get Consulting Today
Begin your journey towards a happier and more fulfilling life by taking the first step today.
© 2025 Asset Smart Consulting. All rights reserved.