WHO WE PARTNER WITH
The Simplicity Group is a leading partner for advisors, financial institutions, and consumers delivering the best combination of wealth accumulation and financial protection products.
Simplicity Investments serves as our primary Broker/Dealer with settlement through NFS WealthScape (FIDELITY).
It provides a comprehensive suite of investment and insurance solutions designed to meet the diverse needs of our clients.
An extensive team of compliance professionals ensures adherence to fiduciary obligations.
As a registered RIA (Registered Investment Advisor), TLG Advisors provides us with a comprehensive platform of investment options to achieve an asset allocation solution most appropriate to accomplish a client’s goals. This includes equities, fixed income, ETFs and alternatives.
Charles Schwab is our primary custodian for managed accounts, however, our platform allows clients to choose an alternative custodian if preferred (Fidelity, BNY Mellon | Pershing, TD Ameritrade, Interactive Brokers).
See The “Company” we keep
