Wealth Management

Institutional-Level Management

You’ve worked hard and earned the right to enjoy similarly sophisticated and transparent asset management services that larger investors have benefited from for decades.

This level of management has been traditionally restricted only to the ultra-wealthy. These strategists and their institutional pricing are now available to our select families and employer plans. This puts you in a position to potentially benefit through better risk management, increased performance, and lower overall costs – with more transparency.

Celine with Charles Goldman (CEO of AssetMark and former CEO of Fidelity and Charles Schwab)

Your Investment Options

Whether you’re looking for an inexpensive passive index strategy or a fully customized portfolio with a white glove concierge level of access and service from your personal portfolio manager, we can accommodate your objective. By working with SimplePath Wealth Management, a fee-only Registered Investment Advisory firm, you will have the ability to choose the level of service and pricing that best fits your situation. There is no one-size fits all model like you may find in many other firms.

Our Investment Approach

Each of our portfolio managers focus on one or more investment approaches, allowing us to build you a well-diversified portfolio that can help you achieve your investment goals, while attempting to maximize your risk adjusted return and reducing your volatility and fees. We utilize the best of breed, fully vetted portfolio managers — each with their own expertise and management style:

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


Or give us a call at (727) 304-6000