planning for

Wealth Management

Safeguard your wealth with a trusted advisor

Wealth management is personal – not a cookie cutter solution.

When you talk with investment and financial professionals you often hear them describe themselves as wealth managers.

Are they going to help you manage your money, estate, and legacy? You may not know what to expect.

Wealth management is more than retirement or generational wealth transfer. It’s about fully realizing you and your family’s specific goals and dreams by putting together the right strategy, resources, and support. It starts with a thorough understanding of your situation and objectives and continues with thoughtful recommendations and close coordination with any of your other personal advisors. As the world changes or things change in your life, good wealth planning is sustained through diligent management, high fiduciary standards of service, and proactive counsel.

How we can help

Simply Money has been helping clients for over 20 years both build and manage wealth. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners have decades of experience and are dedicated first and foremost to doing what’s best for you. We understand families and finances and can help you with yours.

Things to consider:

  • Assessing your income needs for retirement
  • Saving for your children and/or grandchildren's education
  • Knowing how to invest to meet your needs while minimizing risk
  • Arranging your estate and legacy plans
  • Exploring strategies to minimize taxes
  • Reviewing trust and life insurance vehicles
  • Maximizing charitable contributions

Wealth management is a complex subject with a lot of variables that take time and talent to master. Our Simply Money team can meet with you and find out more about your financial needs and goals. We'll share how we guide and help organize your life, finances, and retirement.

We offer a complimentary consultation to answer your questions and explain the Simply Money approach to wealth management.

Schedule your no cost, no obligation appointment today to see if the Simply Money financial process is right for you.

Find out how we can guide you in your wealth management strategies.

Let's Talk