{"id":162,"date":"2021-09-07T19:46:48","date_gmt":"2021-09-07T19:46:48","guid":{"rendered":"https:\/\/www.simplifiedwealth.com\/about\/"},"modified":"2022-06-23T20:40:36","modified_gmt":"2022-06-23T20:40:36","slug":"about","status":"publish","type":"page","link":"https:\/\/www.simplifiedwealth.com\/about\/","title":{"rendered":"About Us"},"content":{"rendered":"\t\t
We are a values-based wealth management firm offering tailored guidance and an elevated standard of client care to individuals, families, and business owners both locally and around the country.<\/p>
Our mission is to become an essential resource to our clients by delivering our diverse experience, resources, and a passion for making a difference to help clients define and pursue what matters most while simplifying complex issues and easing decision-making.<\/p>
We are our clients \u201cgo-to\u201d resource for financial planning and wealth management services. Our commitment to this mission is defined by the components of our team name:<\/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<\/div>\n\t\t<\/section>\n\t\t\t\t We collaborate with clients using a straightforward approach that encompasses all aspects of our clients\u2019 financial lives to provide a comprehensive, 360-degree view of their finances. By understanding our client\u2019s entire financial situation, we are able to simplify complex issues and enable stress-free decisions.<\/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<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t We manage our clients\u2019 wealth using a clear and understandable investment philosophy that provides the foundation for their ability to reach their goals. Our process is defined by a disciplined, fiduciary focused approach that continuously adjusts and adapts to ever-changing economic and market conditions.<\/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<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\tSimplified<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Wealth<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Management<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t