Broker Check

Our History

With a nearly 75 years of combined experience,

With a nearly 75 years of combined experience,

the partners at Simply Sophisticated Wealth Planning, LLC have helped hundreds of families grow their wealth, protect what’s most important and walk down the road, hand-in-hand with the families we serve as they faced life’s greatest challenges and transitions.

Marriages and divorces, births and deaths, starting college or nearing retirement, first jobs or business successions, we have helped people just like you navigate through life’s changes. If you have an upcoming life event that causes you concern or excitement, call us to help you make sure you are seeing the whole picture and won’t be blindsided by gaps in your planning. As our logo reflects, our team prides itself on putting our clients’ best interests at the heart of everything we do.