Why Simplified Wealth?

Your money should fuel more life, not more stress.

At Simplified Wealth, we understand that your finances should be a tool for achieving the life you want - not a source of stress. That's why we're committed to working with you to simplify your financial picture, reduce your anxiety, and help you reach your goals.

With the start of the new year fast approaching, now is the perfect time to reassess your financial situation and optimize your finances. To help, we've put together a helpful guide on the top tax and financial considerations for 2023.

With Simplified Wealth, you'll have the support you need to make smart decisions about your money and get the most out of your financial resources.

So why wait? Let's get started on this journey together!

Simplify the Finances - Empoyer Your Life

We are a team. We are Partners. Stronger together as one.

Our clients are the CEO of their life and we are their personal Chief Financial Officer (CFO). A good CFO knows their financial technicals, but a great CFO also understands the CEO's vision, strategy, goals, objectives, obstacles, and risks.

Our client relationships work the same way.

To be the best personal CFO for you, we have to see life through your perspective and we need to collaborate with you to do so effectively.

Andrew Lippert, CFA®, CFP®, EA - Founder, CEO, & Lead Financial Nerd 2401 Lafayette Ave Greensboro NC 27408 United States of America

Let’s get your financial life in order

© 2023 SimplifiedWealth
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
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