Company Email Format Management

Simplify Wealth LLC

Financial Services Manager Jobs 26 employees

Employees: 26
Contacts: 3
Emails: 3
Phones: 1

simplify-wealth.com LinkedIn

Simplify Wealth LLC Overview

Headquarters: Manager Jobs
Website: simplify-wealth.com
Industry: Financial Services
Employees: 26
Founded: 2015
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Transition Consulting Personal/Family CFO Personal Assistant Services Build/Maintain Accounting Records Organization of Tax Documents for CPAs Estate and Trust Settlement Bookkeeping and Bill Pay Private Investment Coordination and Tracking Coordination of Valuable Assets Risk Management and Insurance Coordination Fractional CFO and COO Operational Implementation and Coordination

About Simplify Wealth LLC

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.

Simplify Wealth LLC Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Simplify Wealth LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Shelley Nelson	Director of Personal Wealth CFO	Minneapolis, Minnesota, United States	Email
Natalie Briggs Carlson	Client Manager	Greater Minneapolis-st. Paul Area, United States	Email
Heather Sheehan	Client Manager / Handling the Details	Burnsville, Minnesota, United States	Email Phone
Julie Du Lac	Client Manager - Accounting Management	Minneapolis, Minnesota, United States	View