We believe wealth management is an ever-evolving process. Every facet of your life can impact your wealth: business, family, relationships, health, lifestyle, dreams, and we understand that the management of your wealth must evolve along with your life. Because of the continuous and complex nature of wealth management, we design a financial blueprint that is unique to you and that changes and grows along with your needs, goals, and aspirations. We work closely with our clients throughout their lives, and throughout the inevitable changes they face.
SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.