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

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 alone or surrendering autonomy to a roll-up with a separate agenda.

Where you want to be

SimpleWEALTH advisor

Steps into a family office umbrella already built, with capital, planning, tax, and education under one platform.

02 / The Difference Architecture Makes

Two advisors. A meaningful difference in outcome.

Without architecture: Federal long-term capital gains, plus the net investment income tax, plus state tax. No pre-sale planning, no entity structuring. The LOI is signed, the return is filed, and a substantial portion of the proceeds goes to taxes.
With architecture, coordinated by the platform: Strategies the advisor's CPA and tax and estate counsel may evaluate, coordinated before the LOI — with the potential to meaningfully change the outcome depending on eligibility and individual circumstances.

“The advisor who can have this conversation before the LOI is signed is not competing with other advisors. They are in a different category entirely.”

Hypothetical and illustrative, for educational purposes only. Not a projection, forecast, or guarantee of any tax, investment, or financial result. The strategies referenced carry significant eligibility requirements, holding periods, and risks; benefits are not guaranteed, may be reduced or eliminated, and vary by individual circumstances and by state. SimpleADVISORY, LLC (d/b/a SimpleWEALTH) does not provide tax, accounting, or legal advice.

03 / 90-Day Concierge Transition

A bespoke onboarding roadmap. No one gets hurt.

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

Firm-funded lead acquisition routed into the advisor CRM.

Events and introductions where high-net-worth prospects actually spend time.

Social, content, podcast, and SEO support funded as part of growth alignment.

Mentorship and earned founder-network access for advisors who represent the platform well.

Firm funding of leads, events, content, social, marketing, and technology reflects current practices as of the date shown, is provided at the firm's sole discretion for no defined period and in no guaranteed amount, and may be modified, reduced, discontinued, or passed through at any time without notice.

05 / Infrastructure Behind You

Two AI agents configured in week one, scaling as the platform grows.

Operations bench for filings, compliance documentation, billing, reporting, and vendor stack management.

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 Keep

Continuity, support, and aligned skin in the game.

Commission continuity

Legacy commission continuity through a third-party broker-dealer relationship.

Capital alignment

Family capital invested in affiliated products and, over time, up to $250,000 of family capital made available for qualifying advisors to manage.

No franchise fees

No franchise-fee style positioning and no need to assemble the stack alone.

Family capital made available for an advisor to manage is discretionary, earned over time, not guaranteed in amount or timing, and subject to firm approval and the affiliation agreement.

Same advisor. Same platform. Different ending.

Start the conversation

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 described are forward-looking or in development and may not currently be operational. Reg D offerings are limited to accredited investors. This site is for informational purposes only and is not an offer to sell or a solicitation of any security.