OUR ORIGINS

Angela Alvig founded Simplify Wealth in 2015 after working in strategic finance, tax and family office leadership roles for over two decades. She experienced her clients’ professional advisors providing exceptional service and advice. What was lacking was a central nervous system, a single point of coordination to manage the many disciplines necessary to properly implement the overall wealth and preservation plan.  The detailed tasks required for optimal plan administration and management often became a heavy burden to clients, causing overwhelm. 

Angela started Simplify Wealth, a Virtual Family Office firm, with the vision of lifting the wealth administration burden from her clients. She leads a growing team of professionals who provide Personal Wealth CFO, Outsourced Business Support and Wealth Concierge services. 

Angela’s integrity, conscious leadership, and authenticity have guided her firm’s rapid growth and high-touch level of service. Her passion for and commitment to helping clients in any way possible ensures that Simplify Wealth provides solutions for security, serenity, and sovereignty for clients.