Our personal approach and goals-oriented planning recommends that all wealth management clients initiate an engagement with comprehensive wealth planning. We believe that the greatest investment outcomes are positively influenced by a genuine partnership, a commitment to objectivity and adherence to the highest ethical standards, which is why we are a fee-only, independent registered investment advisory firm. We are not beholden to a specific platform or group of investment solutions. We have the luxury and the fiduciary responsibility to think deeply and carefully analyze our clients’ needs to provide objective financial counsel.
SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.
As your financial quarterback, we bring together investment, business, financial planning, legal, and tax specialists to address your needs, answer your questions, and help guide your decision making.