About Our

Financial Planning Team

Simplified Wealth Management was born from the realization that too many financial advisors were not true fiduciaries. That is, they did not put their client’s interests first.


Rather than simplifying financial asset allocation and management for their clients, other financial advisors often confuse their clients in an attempt to glorify their role and justify their existence.


At Simplified Wealth Management, we are determined to offer financial advisory services to consumers looking for a straightforward plan that helps them achieve their financial goals, regardless of where they are on their financial journey.


There are no predetermined plans or strategies suitable to all consumers because everyone’s life is unique.

Discovering Your

Financial Planning Partners

Every new client is invited to a “get-to-know-you” meeting. We discuss your family, your career, hobbies, goals and dreams and even your concerns and fears.  We want to know who you are and where you want to be in your life throughout each of your life stages. 


We need information about you so that we can formulate a plan, and not just any plan, but your plan. 


The more we learn about you, the more we can give you the best financial advisory service possible.

Our Story

The Simplified Wealth Management Team

Just like our clients, we have our own unique life journey that we would love to share with you! Hablamos español también!

Schedule a call today to see how we can help in your particular stage of life and situation.

Project Success
Team Members
Service Providing
Happy Customers
Our testimonials

What they’re saying