Simplex Wealth Management is an independent, fee-based wealth management firm that provides comprehensive fiduciary-based financial planning and investment management services. We partner with a select group of families and individual clients in the Bay Area to deliver in-depth wealth management services as an independent fiduciary. With more than 50 years of combined financial experience, we are committed to providing value added service to our clients.
At Simplex, we work closely with each client to design and implement a multifaceted investment management, tax, and estate planning strategy. We provide every client with a customized financial plan and investment portfolio, as we strongly believe it is integral that their financial plan be aligned with their investment strategy in order to achieve financial independence. By having our clients undergo this comprehensive process, we strive to achieve the optimal alignment between their wealth, values, and goals.
We recognize and embrace our obligation to serve our clients as a fiduciary. As an independent fiduciary and fee-based investment advisory firm, our clients are assured that there are no conflicts of interest in our portfolio and planning recommendations. By serving in this capacity, we are able to provide tailored investment and planning recommendations specific to our clients’ unique financial situations without having to engage an outside third party.
Our unique and holistic approach to wealth management permits us to serve our clients as a trusted advisor and valued strategic partner.