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A personalized approach to finance

SIMA Wealth Partners > A personalized approach to finance

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6802 Paragon Place, Suite 440
Richmond, Virginia 23230-1655
Phone: 804-285-5700
Fax: 804-285-5656
Email: wealth@simafinancialgroup.com

The SIMA Difference

SIMA Wealth Partners is an independent family office that caters to a mosaic of individuals and families who are diverse in profession and geographic presence.

We address every facet of our clients’ financial lives in an integrated, personalized way, streamlining the complexities of wealth.

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This website is a publication of Sima Wealth Partners. The firm is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.
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Copyright 2017 SIMA Wealth Partners