Founder & Wealth Integration Expert
Welcome to Wealth Smart Living—I'm Jeffery Kanally, the founder and driving force behind this vision. I believe true wealth isn't just about numbers on a balance sheet. It's about creating a life where your finances, real estate, and future goals are working together to give you freedom, security, and peace of mind.
With over a decade of experience across real estate, tax strategy, and financial coaching, I've built Wealth Smart Living to be more than a service—it's a partnership. I help individuals, families, and investors navigate the complex world of money with clarity and confidence. Whether that means reducing your tax burden, finding the right property, or creating a personalized wealth plan, my mission is to simplify the process and keep you in control.
My professional journey is rooted in resilience, growth, and continuous learning. I hold active real estate licenses in both Washington and Idaho, I'm PTIN & EFIN certified for tax preparation, and I'm pursuing advanced credentials including Enrolled Agent (EA), Series 65, and CPA. Through Wealth Smart Living, I integrate all of these disciplines into a single, streamlined approach—so you don't have to juggle multiple advisors who never see the whole picture.
But beyond the certifications and strategies, what matters most is people. I've sat at kitchen tables, walked through homes, and helped clients make some of life's biggest decisions. I know the weight of financial uncertainty—and I know the freedom that comes when you finally have a plan.
That's what Wealth Smart Living is all about: giving you the knowledge, tools, and strategies to live smarter, not harder. If you're ready to take control of your financial future, I'd love to start a conversation.
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