At Simplified Wealth Management, we partner with The Financial Services Network’s Portfolio Consulting team in order to
build portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on
portfolio construction and investment selection so that we are leveraging thought leadership and the
diverse resources of an experienced team. Partnering with a team of investment professionals, focused
on the day-to-day tasks involved in trading and rebalancing portfolios, helps us devote more time to
you, our valued clients.
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.
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.