Who is SimpleWEALTH built for?

Business owners approaching or navigating a company sale, high-income earners at the top of the blended tax-rate structure, and multigenerational families with roughly $25M to $250M+ across generations, entities, trusts, and real estate.

What is SimpleWEALTH's relationship to SimpleCITI and SimpleADVISORY?

SimpleCITI is the institutional capital brand. SimpleWEALTH is the family office services platform operating under it, and is a DBA of SimpleADVISORY, LLC, an SEC-registered investment adviser. The affiliated entities are separate legal entities.

Why was SimpleWEALTH created?

The Zade family built a large manufacturing business and, after their 2019 liquidity event, could not find a wealth platform built for the tax, private-market, and estate complexity they faced. They built the platform they could not find, funding every product with their own capital.

For Independent Advisors

Graduate to a family office model without assembling the infrastructure alone.

SimpleWEALTH is built for advisors who want to serve business owners, post-liquidity clients, and multigenerational families at the level those clients actually need, without assembling the infrastructure alone.

Start the Conversation See What We Do

Two advisors shaking hands — SimpleWEALTH's platform for independent advisors

A classical colonnade at golden hour — the institutional infrastructure behind SimpleWEALTH

01 / A Different Category

Three advisor categories.
Where you sit determines
what you can offer.

Wirehouse advisor

Operates inside someone else's system, product shelf, and constraints.

Independent RIA or aggregator

Either building the infrastructure alone or operating within a larger aggregation model.

Where you want to be

SimpleWEALTH advisor

Steps into a family-office platform built around investment management, private markets, planning, education, and coordinated family-office capabilities.

02 / Smarter Clients

Don't just give clients answers. Teach them how to ask better questions.

SimpleWEALTH gives advisors an educational platform built around investment fluency, macro context, private markets, planning, and access to subject-matter experts.

The goal isn't to make the client dependent on the advisor.

It's to make the client more sophisticated because they have one.

03 / 90-Day Concierge Transition

A bespoke onboarding roadmap. Built to minimize disruption.

Days 1-30: Foundation

Firm onboarding, custodian setup, advisor profiles, business-model configuration, and communication planning.

Days 31-60: Infrastructure

Client data collection, secure transfer, reconciliation, portfolio mapping, and account-prep work.

Days 61-90: Operations

Client meetings, application delivery, ACATS monitoring, and full operational launch.

04 / Growth & Mentorship

Events and relationship-building support.

Brand, content, and marketing support.

Mentorship and access to experienced operators across the platform.

05 / Infrastructure Behind You

Integrated operational, compliance, billing, reporting, and technology support.

Client assets are held in the client's name through a third-party custodian, segregated from firm assets, subject to applicable regulatory requirements and final platform terms.

Client portal, mobile app, rebalancing, billing, reporting, and tax overlay on integrated institutional rails.

06 / What Advisors Gain

More capability without rebuilding your practice from scratch.

A broader investment platform. Private-market capabilities. Planning resources. Client education. Operational infrastructure. Access to specialists.

You remain the relationship. The platform makes the relationship more capable.

For Advisors

Same advisor. More capability behind them.

A confidential conversation about bringing your practice onto infrastructure that's already built. Note “advisor inquiry” when you reach out.

Start the conversation

(516) 298-6445szade@simpleciti.com900 Stewart Ave, Suite 202, Garden City, NY 11530

SimpleWEALTH is the wealth management division and trade name of SimpleADVISORY, LLC, an SEC-registered investment adviser. SimpleCITI and affiliated entities are separate legal entities. Affiliation does not create joint liability, and no entity guarantees the obligations or performance of another. Certain entities, products, services, and funds described on this site are in development and may not currently be available. Private investment opportunities are subject to eligibility requirements and separate offering documents. This site is for informational purposes only and does not constitute an offer to sell or solicitation to purchase any security.