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Your future starts today.

Financial planning from Simmons Wealth Management

Investment performance

Simmons Wealth Management provides personalized financial services to protect our clients’ assets and provide a more secure financial future. As part of our services, we’ll meet with you to review documents, financial and estate planning recommendations, and trust, estate and retirement administration. We’ll assist with investment management, preparation and delivery of account reports and tax ledgers. We’ll also provide you and your family or employees with an open line of communication.

Simmons Wealth Management

Portfolio and investment management

  • Trustee for revocable and irrevocable trust accounts
  • Investment management: customized portfolios for individuals, foundations and endowments
  • IRA rollovers or transfers
  • Custodian of assets
  • Escrow agent
  • Successor trustee
  • Executor for probate estates
  • Guardian of estates
  • Trustee and/or investment agent for retirement plans
  • Consulting services for document review, and recommendations for financial and estate planning
  • Family-office services, including select due diligence assistance, bill paying and engagement of additional service providers
Are you ready to start building your legacy?

Talk to one of our Wealth Management professionals to learn more about how you can start planning with:

  • Trust Management
  • Investment Services
  • Personal & Business Insurance
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  • {169} Investment and Insurance Products are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value