• Simplify Wealth operates with conscious leadership principles as a guiding force. We hire professionals who align with our values, skills, and purpose, which optimally serves our clients.

• Simplify Wealth is a Virtual Family Office that addresses all aspects of personal wealth. We provide financial management and oversight and coordinate among our employees, clients and their professional advisors.

• We provide the same level of complete, professional support for our clients, no matter the level of service they have chosen.

• As a Virtual Family Office, Simplify Wealth delivers innovative solutions for clients and positively impacts the family office industry at large.

• We serve a broad range of clientele, from the high net worth client who seeks a Virtual Family Office to individuals who need a wealth and lifestyle concierge.

• Simplify Wealth team members travel to their client’s location, providing personal hands-on service wherever they are needed.

Simplify Wealth team members partners with our clients' professional advisors. We do not compete with, nor replace, any advisor’s services.

We streamline the flow of information between clients and their professional advisors, handling all wealth administrative tasks. This allows advisors to spend more time focusing on their area of technical expertise and less time on the details.

Our proactive, collaborative approach optimizes processes and financial results for both client and professional advisor. By working closely with advisors, we ensure that recommended wealth strategies and their implementation support client goals to full achievement.

Simplify Wealth's services complement the professional advisors that our clients are already working with. We can also assist in the selection of advisors if needed.

As trusted advisors, we ensure that we understand each client’s vision, objectives, and family dynamics.

We have the experience and expertise required to properly assess wealth planning, business support and concierge strategies required, no matter the level of support needed.

We will identify the strategies currently being used, any additional ones that would be optimal, and how best to structure the ongoing maintenance and support of all wealth strategies.

We serve clients with whom there is alignment between our purpose and their vision. This ensures the best possible use of our intellectual capital, innovation and services and realization of our client’s vision.

Our approach allows you to continue working with advisors you enjoy and we look forward to working with them.

If you need additional services, we help select those needed from a group of professional advisors with whom we have relationships and experience, and who provide the highest quality service.

We provide services that fill in any gaps and provide overall coordination of these services.

We do not act as an investment manager nor take custody of assets. We advise and provide oversight for the day-to-day financial operations for our client, and work closely with their professional advisors to coordinate and consult on all financial matters.

Yes, we are able to act in various decision-making roles including Trustee, Executor, Personal Representative, Attorney-in-Fact, and Healthcare Agent for our clients.

We work with our clients as long as our clients wish to retain our services. Some clients engage us for a short-term project or during a transition. Other clients use our services for generational family support and ongoing financial maintenance. It is a flexible partnership and one that is open to changes as requirements and life circumstances change.

The Entrepreneurial Operating System, or EOS, is a set of concepts and tools that comprise a complete business management system that empowers entrepreneurs to reach their business goals by structuring the business such that each individual is supported to contribute at their highest level.

Adopting EOS ensures the whole team is clear on our vision, how we will achieve traction toward that vision, and works together with respect, creating a healthy working environment that benefits our employees and clients.

You can learn more about EOS here.

Simplify Wealth considers the privacy of our client’s data as a very critical aspect of our relationship. We employ specific practices and policies to ensure the security and privacy of our client’s nonpublic data. Keeping this data safe is foundational to our client relationship.

In discussions with our potential clients, we review our privacy and information security policies and practices in detail to ensure their confidence and trust in the privacy of their data.

At Simplify Wealth, we make things happen for our clients by acting as resourceful and reliable partners, managing details with excellence and being authentic in all relationships.

We are always looking to add qualified professionals who share our core values. We hire talent when the fit is optimal to support our growing business.

We hear from estate planning attorneys, CPAs, bank and trust officers, wealth managers and other professionals looking for help for their clients.

We also hear directly from clients or family members looking for support for their loved ones.

We welcome inquiries from whomever is interested in determining if our services are aligned with their needs.

Contact us to learn more.