Portfolio Manager

THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION.

WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA)

THE FINANCIAL ADVISORS AT SIMPLIFIED WEALTH MANAGEMENT, INC. ARE REGISTERED REPRESENTATIVES WITH, AND SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH STRATEGIC WEALTH ADVISORS GROUP, LLC, A REGISTERED INVESTMENT ADVISOR. STRATEGIC WEALTH ADVISORS GROUP, LLC AND SIMPLIFIED WEALTH MANAGEMENT, INC. ARE SEPARATE ENTITIES FROM LPL FINANCIAL.

THE LPL FINANCIAL REPRESENTATIVES ASSOCIATED WITH THIS WEBSITE MAY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS ONLY WITH RESIDENTS OF THE FOLLOWING STATES: CA, HI, OR, FL, PA, TN, AZ, CO, WA, IA, NV, KS, NC, IN, MN, WV, AND TX.