Chairman's Letter
Built by operators who have been on the other side of the transaction.
Shervin Zade built and sold a $9B global manufacturing business. SimpleWEALTH is the platform he needed on both sides of that transaction — and could not find.
The platform he wished existed when he sold his company.
I built a large international manufacturing business, scaled it across close to 20 facilities globally, employed close to 1,700 people at our peak, and sold it in 2019.
Before the sale, nobody was holding my hand on the tax structuring or helping professionalize the financials to maximize the outcome. After the sale, I could not find a wealth platform built for an operator facing a real liquidity event.
So I built the platform I wish existed: pre-sale architecture, post-sale wealth management, private credit, real estate funds, litigation finance, lending, tax strategy, and education under one roof.
Contact the TeamThe Foundation
Family capital, operating history, and no outsourced conviction.
Core platform beliefs
Subject-matter expertise, product fluency, and a full-life planning methodology in every client relationship.
The platform was built by people who have sold businesses, managed liquidity, and deployed their own capital.
We map where the family is, where it wants to go, and the life events that can change everything in between.
If that is you, this was built for you.
SimpleADVISORY, LLC (d/b/a SimpleWEALTH) is an SEC-registered investment adviser. SimpleCITI, SimpleADVISORY, SimpleWEALTH, and affiliated entities are separate legal entities; affiliation does not create joint liability and no entity guarantees the obligations of another. Certain entities, products, and funds are forward-looking or in development. This site is for informational purposes only and is not an offer to sell or a solicitation of any security.