You call yourself “a professional family member.” That’s a unique way to describe your role. What exactly does that mean, and how did you come up with that description?
You call yourself “a professional family member.” That’s a unique way to describe your role. What exactly does that mean, and how did you come up with that description?
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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.
