Simplify Wealth LLC
Financial ServicesView the employees at
Simplify Wealth LLC-
Brent Scheetz Director of Wealth Concierge Services at Simplify Wealth Managing the day-to-day finances of our clients so they can fully enjoy their lives and achieve their goals.
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Top 10%
Gretchen Johnston Client Manager at Simplify Wealth LLC-
Minneapolis, Minnesota, United States
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Rising Star
Heather Sheehan Client Manager / Handling the details of our clients' finances and household, so they can fully enjoy life and achieve their goals.-
Burnsville, Minnesota, United States
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Rising Star
Heidi Rechtzigel Schmitz Personal Wealth CFO at Simplify Wealth LLC-
Greater Minneapolis-St. Paul Area
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Top 5%
Overview
As a Virtual Family Office, Simplify Wealth is a turn-key option for families seeking a comprehensive solution to the complexities of their wealth. We provide an experienced and cohesive team that implements the vision of each client in a highly customized way. Our talented professionals possess a wide variety of technical expertise and experience, partnering with our clients and their advisors to evaluate needs and build processes that support their goals and legacy. Simplify Wealth is committed to being a key partner in our clients’ lives, earning their trust and providing life-changing services with excellence, innovation, and transparency. See our website at www.simplify-wealth.com/services for a complete list of our service offerings.
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