SimpleWEALTH

The SimpleWEALTH Platform

A coordinated family-capital platform, separated into the right disciplines.

SimpleWEALTH is not one generic advisory service. It is a coordinated platform of separate entities covering advisory, risk, financing, real estate, custody, alternatives, tax-aware planning, and education.

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Core Service Groups

Three operating desks. Each with its own entity, expertise, and purpose.

Advisory & Risk

Advisory and risk

+SimpleBANC & Co. (in development) for pre-sale M&A advisory and business-owner positioning.
+SimpleINSURE for personal, commercial, and platform-wide risk coordination.
Financing

Financing

+SimpleCREDIT for RTL, DSCR, bridge, and business-purpose lending.
+Fort Morgan / LawBOX for litigation finance.
+SimpleCASH for operating-company credit, targeted for 2H 2026.
Real Estate

Real estate services

+SimpleMANAGE for commercial and multifamily property management.
+SimpleBRICKS for development, repositioning, and build-out guidance.
+SimpleBROKER / SPACES for brokerage, leasing, and execution.

SimpleBANC & Co. is in development. It provides advisory and consulting services only, is not a registered broker-dealer, and has no completed mandates as of the date shown.

Product Menu

Publics and privates. One roof.

This is not an alt-only platform. Advisors run full client relationships here — equities, fixed income, SMAs, and tax-managed strategies — with private capabilities layered on top.

01Public markets: equities, SMAs, concentrated stock strategies, fixed income, munis, Treasuries, options, and tax-managed indexing.
02Private markets (select offerings forward-looking, targeting 2H 2026): RTL, industrial real estate, litigation finance, QOZ, 1031 program, and bespoke SPV access.
03Insurance and annuity desk inherited on day one, supported by licensed specialists.
04Tax architecture for business sales, high-income earners, and multigenerational families.

Certain private-market offerings, including affiliated SimpleCITI funds, QOZ and 1031 programs, and SPV access, are forward-looking and targeting 2H 2026. When launched they will be offered only to accredited investors pursuant to separate offering documents. Nothing here is an offer to sell or a solicitation of any security.

Custody & Trust Foundation

Where client assets actually sit.

Held in the client's name

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

Built for alternatives

Private equity, private credit, real estate, capital calls, drawdowns, and illiquid holdings are supported as core capabilities, not bolt-on accommodations.

One consolidated view

A true consolidated family balance sheet: securities, private credit, real estate, alternatives, and cash — with trusts, partnerships, LLCs, and foundations aggregated in one view.

Client Conversations

Open with vocabulary, not a portfolio.

The business seller
Open with QSBS, pre-sale estate freezes, trust stacking, DAF and CRT overlays, and Opportunity Zone timing.
The high-income earner
Open with NING, DING, and WING structures, private credit yield, and tax-efficiency conversations.
The multigenerational family
Open with governance, trust structures, concentrated stock unwinds, and heir education.

The full platform. Public and private. Separated into the right places.

Talk With The TeamConnect

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.