For A Confidential Conversation
Same advisor. Same practice. Different ending.
We keep introductory conversations confidential. Tell us about your practice and what you are looking to accomplish — we will take it from there.
Email
szade@simpleciti.comPhone
(516) 298-6445Address
900 Stewart Ave, Garden City, NY
Who reaches out
Independent advisors evaluating a transition, RIAs exploring a strategic partnership, and business owners seeking a full-service family office relationship.
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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.