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  • Home
  • About
    • Our Team
      • Maria Graft
      • Leslie Herr
    • Resources
  • The Financial Journey
    • Young Professionals
    • Growing Families
    • Pre-Retiree
    • Financially Independent /
      Already Retired
    • Solo Investors
  • Blog
  • Contact
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About

A nimble and flexible team of Financial Advisors to accompany you through your financial journey at any stage of life.

  • (847) 999-3693
  • 565 Fox Glen Ct., Barrington, IL 60010
  • (602) 649-3800
  • 6424 E Greenway Pkwy, Suite 100-540 Scottsdale, AZ  85254
  • maria@simplifiedwealthmanagement.com

Simplified Wealth Management

  • About Us
  • The Financial Journey
  • Young Professionals
  • Growing Families
  • Pre-Retirees
  • Financially Independent/Already Retired
  • Solo Investor
  • Contact
  • Privacy Policy
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Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

 

Simplified Wealth Management’s financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Simplified Wealth Management offers a broad range of investment advisory (including financial planning) and other services.

 

© 2026 Simplified Wealth Management

Simplified Wealth Management is a registered Investment Adviser in the State of IL, AZ and TX with registration exemptions in CA, FL, NM. 

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