Our Team – Simplified Wealth Management

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.

Meet Our Team

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

Maria Graft

Leslie Herr

Schedule a call today to see how we can help.

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Simplified Wealth Management

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