General Info

About Simply Sophisticated Wealth Planning, LLC Why Simply Sophisticated Wealth Planning, LLC? Clients we work with have done planning in some capacity before we start. Their planning can be a hodge-podge of investments, insurance, tax advice and/or legal planning--all done by different professionals at varied times of their lives, and with multiple goals. Clients think they've taken care of the important stuff. When we meet, we take a global approach to their financial lives--not just from a legal, tax or investment perspective--but across the board. This multi-disciplinary process allows us to identify coordination gaps and missed financial planning opportunities.