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.

Our Services

Comprehensive solutions for every stage of your wealth

Integrated wealth management designed to protect your today and build a stronger tomorrow.

Explore our services

A quiet study — the SimpleWEALTH service set at a glance

Staying aligned, through every season

Cash Flow & Life Planning

We build around your actual life — income, spending, major decisions, and goals — so your money is always moving with intention.

Cash flowSpending and savings rate planning

Annual refreshPlan reset and priority alignment

Major purchasesLiquidity events and large decisions

Long-term goalsEducation, retirement, and legacy

01 / The Desks

How the platform is organized.

When a client enters the platform — through a business sale, a wealth plan, a loan, or a property — every other capability is already in the room. The entities are separate. The coordination is real.

01 — Advisory and risk

Pre-sale strategy, wealth management, and risk coordination.

SimpleWEALTH

Private wealth advisory, public and private markets, tax architecture, estate coordination, and client education — the platform hub.

SimpleBANC & Co. (in development)

Sell-side and buy-side M&A advisory, pre-sale tax architecture, and EBITDA lift, bringing the owner into the family before the liquidity event.

SimpleINSURE

Personal lines, commercial coverage, and platform-wide risk coordination.

02 — Financing

Capital when the client needs to borrow, invest, or build.

SimpleCREDIT

Residential transition loans, DSCR, bridge financing, and commercial real estate credit. RTL and DSCR live today.

Fort Morgan / LawBOX

Pre-settlement advances, medical lien acquisition, and law firm capital — a non-correlated asset class sourced and serviced in-house.

SimpleCASH (targeting 2H 2026)

Revolving business credit, working capital, and bridge funding for operating companies.

03 — Real estate services

Manage it, build it, broker it, or lease it.

SimpleMANAGE

Commercial and multifamily operations, NOI tracking, and active-to-passive transition for owners who want to hold without managing.

SimpleBRICKS

Advisory on builds, improvements, repositioning, permitting, and trade management.

SimpleBROKER / SPACES

Asset management, investment sales, leasing, and flex industrial suites.

02 / Public & Private Markets

Traditional and alternatives. One roof.

A private office at dusk — a long oak table, a brass lamp, tall windows over a quiet city

Public Markets

Individual equities, SMAs, model portfolios, concentrated stock strategies and unwinds. Fixed income: bonds, ladders, munis, Treasuries, corporate credit. ETFs, factor-based strategies, tax-managed indexing. Options and hedging for concentrated positions and income overlays.

Private Markets

Residential transition lending. Industrial and commercial real estate. Litigation finance. Qualified Opportunity Zone deployment. 1031 exchange program (targeting 2H 2026). Bespoke SPV access: late-stage venture, pre-IPO, direct co-investment alongside SimpleCITI principal capital.

SimpleCITI funds and certain programs are forward-looking, targeting 2H 2026, and offered only to accredited investors pursuant to separate offering documents when launched. Not an offer to sell or solicitation to purchase any security.

03 / How Client Assets Are Held

Custody built for a family balance sheet, not a single account.

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.

04 / Client Education

The most educated client is the one who never leaves.

A grandparent pointing out the view to a grandchild — the LIFE Program teaches across generations

Most wealth management firms do not have time to teach clients what is actually happening in the world — why the Fed cutting short-term rates does not mean mortgage rates fall, how long-term bond yields drive commercial real estate financing, what a change in the estate tax exemption means for a family trust. Clients are left with opinions and not enough context to evaluate them. The LIFE Program changes that.

Geopolitical & Macro Context

Advisors deliver real economic and geopolitical framing every meeting: what is driving rates, what is at risk in an estate plan when the political environment shifts, how global conflict affects energy, inflation, and asset prices. Not opinion. Context.

Product Fluency

Clients learn to understand what they own — not a surface-level pitch, but deep enough to ask the right questions and hold the advisor accountable. Subject-matter experts teach the shelf.

Independent Educators

We contract established national financial planning firms to teach the family directly. The educator answers to the client, not the advisor. No product agenda, no sales incentive.

One platform. Every capability already in the room.

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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 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.