A complete list of active advisors currently associated with SIMA Wealth Partners, LLC

Warmer can help you find a great advisor at SIMA Wealth Partners, LLC or one who fits your needs even better.

SIMA Wealth Partners serves individual investors — including high‑net‑worth clients — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, broad‑based financial planning, selection of third‑party investment advisers, and access to private‑market opportunities such as direct private‑company investments and unaffiliated private equity funds. The firm tailors portfolios to client objectives and monitors accounts on an ongoing basis, employing fundamental and tactical analysis and a mix of long‑term, short‑term and options strategies; it treats cash and cash equivalents as an asset class included in assets under management. For private‑market recommendations SIMA Wealth conducts issuer and manager due diligence and typically limits those opportunities to accredited investors while also arranging or reviewing third‑party managers when appropriate. What distinguishes this firm from many peers is its multi‑affiliate structure: it is affiliated with other investment adviser entities, an affiliated accounting firm and related business units, and it operates as the sponsor of a wrap fee program — all of which the firm discloses and for which it notes potential conflicts of interest. The firm also generally directs custody and execution to a single qualified custodian and documents its governance and disclosure practices to manage the conflicts that arise from its affiliated services and wrap program sponsorship.

To learn more about the advisors currently working at SIMA Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.