Wealth Management
Wealth Management
We specialize in partnering with individuals and families to create a tailored pathway to enduring financial success. We believe that a collaborative relationship combined with an integrated approach fosters greater synergy, strategic decision-making, and a more seamless experience.
As fiduciaries, we are legally and ethically committed to putting your best interests first. Our fiduciary responsibility reinforces our dedication to providing unbiased, transparent advice, giving you the confidence that our guidance is shaped by our commitment to your long-term financial success.
Wealth Planning & Management Solutions
Financial Planning
- Collaborative Financial Planning: We work closely with you to develop a tailored financial plan.
- Balance Immediate and Future Needs: Our approach ensures that your plan addresses both short-term requirements and long-term goals.
- Focus on Security: We prioritize financial security to safeguard your assets and investments.
- Sustainable Growth: Our strategies aim for steady, sustainable growth to support your future aspirations.
Investment Management
- Tailored Portfolio Design: We create and manage a portfolio customized to your specific goals and risk tolerance.
- Growth Optimization: Our approach focuses on continually optimizing the portfolio for long-term growth
- Risk Management: We carefully monitor and balance the portfolio to manage and mitigate risks.
- Personalized Strategy: Your portfolio evolves with your financial goals, allowing for adjustments as needed.
Retirement Planning
- Collaborative Retirement Planning: We work closely with you to design a retirement plan tailored to your needs.
- Alignment with Goals: The plan we develop balances your current financial situation with your long-term retirement aspirations.
- Focus on Financial Independence: Our strategies aim to ensure your financial independence throughout retirement.
- Future-Ready Solutions: We create a plan that adapts to both your present and future financial goals.
Tax Planning
- Tax Minimization: We work with you to develop strategies that help reduce tax liabilities.
- Seize Savings Opportunities: We identify and leverage opportunities for tax savings to maximize financial benefits.
- Adapt to Changing Tax Laws: Our strategies remain flexible and responsive to any changes in tax laws.
- Proactive Tax Planning: We ensure your tax strategy evolves with your financial situation and regulatory updates.
Estate Planning & Trusts
- Legacy Protection: We help safeguard your legacy through comprehensive estate planning.
- Trust Management: Our services include managing trusts to ensure your assets are distributed as intended.
- Will Drafting: We assist in drafting wills that clearly reflect your wishes.
- Estate Tax Reduction: We work to minimize estate taxes, protecting the value of your assets.
- Asset Transfer: We ensure your assets pass to beneficiaries in line with your desires.
What To Expect When Working With SIMA Wealth Partners
Discovery Meeting (30-60 minutes)
During our first meeting we will discuss your goals, priorities, and investing history.
Risk Assessment
From there, we will email you a short questionnaire to complete.
Portfolio Review Meeting (30 minutes)
Together, we will look at your risk assessment and discuss investment recommendations.
New Account Paperwork
Now that we have a plan it’s time to complete some paperwork. We will walk you through all the necessary forms, many of which can be signed electronically.
Account Transfer
Once we have all the new account paperwork it typically takes 7-10 business days for assets to transfer.
Client Portal Setup
We then setup your own portal where you can view your customized portfolio online.
Progress Check-In
Now that your account is setup, we are here to answer any questions you may have. We are always making sure everything is running smoothly and checking in with you regularly.
Take Control Of Your Financial Future
We understand the intricate connections between various aspects of your financial life. By optimizing your resources and developing integrated strategies, we help you make well-informed decisions with confidence and clarity.
Contact SIMA Wealth Partners today to learn more about our services and schedule a consultation. Let us partner with you to create a secure and prosperous financial future.
