High Net Worth Individuals & Institutional Clients

The Simon Group works with Accredited and Institutional clients to implement financial strategies for Wealth Management

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Wealth Planning

MEETING YOUR NEEDS AT EVERY LIFE STAGE

Weather you're starting a family or planning to retire, looking to fund your children's or grandchildren's education or the purchase of a vacation home,seeking to address health care needs or transfer the family business to the next generation , you need a Wealth Plan. Our Financial Advisors work with our clients to create this road map to their future , adapting to changing circumstances over time, helping clients achive-and protect-their goals.

Investment Management

INVESTMENT ADVISOR

Our Financial Advisor helps clients define an investment strategy tailored to their goals,  help them make informed investment choices within our expansive investment platform, and participate in offerings across every market sector and asset class, including alternative investments.

Estate Planning

DEDICATED TO PROTECT AND  DISTRIBUTE  ASSETS

Estate Planning can help preserve your Assets, reduce taxes for your heirs , and unlock opportunities for future generations and your charitable pursuits.Our Financial Advisors leverage specialists in Trusts, Insurance, Philanthropy and family dynamics to help clients develop estate and wealth transfer plans customized to their needs.
We offer strategic wealth advisories services, including wealth structuring generational wealth & family planning and day-to-day wealth complexity management

Are You Ready to Work With Us?

We are ready to bring you the best financial asset management solution geared towards whatever your specific financial needs are.

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