A complete list of active advisors currently associated with Simplified Wealth Management, LLC

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

Simplified Wealth Management provides discretionary and non‑discretionary asset management and related financial planning to individual and high‑net‑worth clients, managing roughly $23 million for a small client roster. The firm documents client goals and can implement tailored restrictions while offering ongoing portfolio monitoring and periodic reporting. The firm’s investment process draws on fundamental, technical, charting and cyclical analysis and supports a range of strategies from long‑term holdings to short‑term trading, including options writing and use of margin. The brochure discloses explicit use of options strategies (covered, uncovered and spreads) and notes routine account reviews that include rebalancing and tax‑loss harvesting opportunities. Distinctive features include active outside business activities: firm management operates an affiliated insurance business and sells insurance products (with one principal devoting about 60% of their time to that activity and another about 10%), a relationship the firm discloses as a potential conflict of interest. Management also serves as trustees or managers of multiple real‑estate and construction entities, combining advisory services with hands‑on real‑estate and construction roles that are less common among peer firms.

To learn more about the advisors currently working at Simplified Wealth Management, 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.