When it comes to financial planning, expertise matters. Our financial advisors harness the power of technology and automation to help minimize the guesswork — be it for retirement, estate planning, or wealth accumulation.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Modern Edge Capital LLC. Modern Edge Capital LLC is a separate and unaffiliated entity from Simplicity Wealth.
