{"id":21,"date":"2020-12-08T03:53:12","date_gmt":"2020-12-08T03:53:12","guid":{"rendered":"https:\/\/www.gavias-theme.com\/wp\/kitecx\/?page_id=21"},"modified":"2021-09-05T18:42:11","modified_gmt":"2021-09-05T18:42:11","slug":"about","status":"publish","type":"page","link":"https:\/\/simplifiedwealthmanagement.com\/index.php\/about\/","title":{"rendered":"About"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n \r\n \r\n
About Our<\/span><\/div>\r\n \r\n \r\n

\r\n Financial Planning Team<\/span>\r\n <\/h2>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

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\u2019s interests first.<\/p>

\u00a0<\/p>

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.<\/p>

\u00a0<\/p>

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.<\/p>

\u00a0<\/p>

There are no predetermined plans or strategies suitable to all consumers because everyone\u2019s life is unique.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n \r\n \r\n
Discovering Your<\/span><\/div>\r\n \r\n \r\n

\r\n Financial Planning Partners<\/span>\r\n <\/h2>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

Every new client is invited to a \u201cget-to-know-you\u201d meeting. We discuss your family, your career, hobbies, goals and dreams and even your concerns and fears.\u00a0 We want to know who you are and where you want to be in your life throughout each of your life stages.\u00a0<\/p>

\u00a0<\/p>

We need information about you so that we can formulate a plan, and not just any<\/u> plan, but your<\/u> plan.\u00a0<\/p>

\u00a0<\/p>

The more we learn about you, the more we can give you the best financial advisory service possible.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n \r\n \r\n
Our Story<\/span><\/div>\r\n \r\n \r\n

\r\n The Simplified Wealth Management Team <\/span>\r\n <\/h2>\r\n
Just like our clients, we have our own unique life journey that we would love to share with you! Hablamos espa\u00f1ol tambi\u00e9n! <\/div>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n\t
\r\n\t\t
\r\n\t\t\t
\n\t\t\t
\n\t\t\t\"\"<\/a>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
<\/div>\n\t\t\t
<\/div>\n\t \t<\/div>\n\t\n\t
\n\t\t\n\t\t

Maria Graft<\/a><\/h2>\n\t\t\n\t\t \n\t\t\t
Managing Partner\/Wealth Accumulation Strategist<\/div>\n\t\t\n\t\t\n\t<\/div>\n<\/div>
\n\t\t\t
\n\t\t\t\"\"<\/a>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
<\/div>\n\t\t\t
<\/div>\n\t \t<\/div>\n\t\n\t
\n\t\t\n\t\t

Leslie Herr<\/a><\/h2>\n\t\t\n\t\t \n\t\t\t
Managing Partner\/Chief Compliance Officer<\/div>\n\t\t\n\t\t\n\t<\/div>\n<\/div> \t\t<\/div>\r\n\t<\/div>\r\n <\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t

Schedule a call today to see how we can help in your particular stage of life and situation.<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\tContact Us<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n
\r\n
\r\n \r\n <\/i> <\/span>\r\n <\/div>\r\n \r\n
\r\n
\r\n 6816<\/span>\r\n <\/div>\r\n
\r\n Project Success <\/div>\r\n <\/div>\r\n \r\n \r\n <\/div> \r\n <\/div> \r\n \r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n
\r\n
\r\n \r\n <\/i> <\/span>\r\n <\/div>\r\n \r\n
\r\n
\r\n 3<\/span>\r\n <\/div>\r\n
\r\n Team Members <\/div>\r\n <\/div>\r\n \r\n \r\n <\/div> \r\n <\/div> \r\n \r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n
\r\n
\r\n \r\n <\/i> <\/span>\r\n <\/div>\r\n \r\n
\r\n
\r\n 5<\/span>\r\n <\/div>\r\n
\r\n Service Providing <\/div>\r\n <\/div>\r\n \r\n \r\n <\/div> \r\n <\/div> \r\n \r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n
\r\n
\r\n \r\n <\/i> <\/span>\r\n <\/div>\r\n \r\n
\r\n
\r\n 100<\/span>\r\n <\/div>\r\n
\r\n Happy Customers <\/div>\r\n <\/div>\r\n \r\n \r\n <\/div> \r\n <\/div> \r\n \r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n \r\n \r\n
Our testimonials<\/span><\/div>\r\n \r\n \r\n

\r\n What they\u2019re saying<\/span>\r\n <\/h2>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n As an active investor for decades, I have had relationships with several advisors and financial firms. In my first few months with Simplified Wealth Management, I learned more strategies and was able to experience a whole new way to have my money work for me. I look forward to my calls and meetings with SWM! <\/div>\r\n
\r\n
\r\n \"Michael\r\n <\/div>\r\n
\r\n Michael J.<\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div>\r\n <\/div> \r\n <\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div> \r\n
\r\n
\r\n
\r\n
\r\n If anyone is looking for an advisor who goes the extra mile to help clients create a successful wealth building and retirement plan, we cannot think of a better team! Mike and Leslie ask tough questions, and hold us accountable to stick to our winning strategy, which we are watching develop every single month. Instead of worrying about retirement, we are starting to really look forward to living our best life even when we no longer need to go to work! Thank you! <\/div>\r\n
\r\n
\r\n \"Mike\r\n <\/div>\r\n
\r\n Mike & Lisa H.<\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div>\r\n <\/div> \r\n <\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div> \r\n
\r\n
\r\n
\r\n
\r\n As a single woman looking to retire on my own terms, SWM gives me the confidence to do so. I am impressed by the amount of time and the resulting professional guidance Michael and the team gives me, as I confidently proclaim to be a client for life! <\/div>\r\n
\r\n
\r\n \"Robin\r\n <\/div>\r\n
\r\n Robin R.<\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div>\r\n <\/div> \r\n <\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div> \r\n
\r\n
\r\n
\r\n
\r\n Simplified Wealth Management has helped us feel comfortable and sleep soundly knowing our assets are being managed, protected, and harnessed to produce the kind of safety and growth we need to help ensure we never run out of money. Thank you, Mike, Maria, and Leslie! <\/div>\r\n
\r\n
\r\n \"Ken\r\n <\/div>\r\n
\r\n Ken and Rita W.<\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div>\r\n <\/div> \r\n <\/span>\r\n <\/span>\r\n <\/div>\r\n <\/div> \r\n <\/div>\r\n <\/div>\r\n <\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

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\u2019s […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/simplifiedwealthmanagement.com\/index.php\/wp-json\/wp\/v2\/pages\/21"}],"collection":[{"href":"https:\/\/simplifiedwealthmanagement.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/simplifiedwealthmanagement.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/simplifiedwealthmanagement.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/simplifiedwealthmanagement.com\/index.php\/wp-json\/wp\/v2\/comments?post=21"}],"version-history":[{"count":0,"href":"https:\/\/simplifiedwealthmanagement.com\/index.php\/wp-json\/wp\/v2\/pages\/21\/revisions"}],"wp:attachment":[{"href":"https:\/\/simplifiedwealthmanagement.com\/index.php\/wp-json\/wp\/v2\/media?parent=21"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}