Experience

Simplify Wealth LLC

• Financial Services
• 1 - 100 Employee

• Client Manager

  • Jan 2020 - Present

  As part of a Virtual Family office, I manage the details of our clients’ financial lives, design and maintain effective processes and perform other miscellaneous tasks to support client lifestyle. My goal is to give my clients time for other priorities and activities they enjoy. Simplify Wealth understands the complexities and responsibilities that come with wealth, and we work to improve our clients’ lives, allowing them to enjoy what they have built. We design customized Virtual Family Office systems with services selected from our three business units: Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge. See our website at www.simplify-wealth.com/services for a complete list of our service offerings. Show less