Who We Serve

Can You Relate?

Our mission is to help people succeed financially! That varies, of course, from person to person in terms of definition and results. Our team is structured to meet people wherever they are in their current or upcoming life phase. Our clients are very diverse in respect to profession and net worth. We work with doctors, lawyers, business owners, sales executives, and many other professionals. If you are like many of our clients, you’re looking for one or more of the following:


  1.  A clear understanding of how all the pieces work together to your benefit.
  2. The “why” behind the “how!”
  3. Lower taxes.
  4. Greater safety.
  5. Direction.
  6. Better returns.
  7. A reliable income during retirement, a “sleep easy plan.”


You can trust us to work with you to learn what your wants are and help guide you toward achieving them.

Three Phases of Wealth Management

1.

Getting Started

You're beginning your career and want to establish a sound financial foundation and have a map to make the right decisions.

2.

In Full Stride

You've reached a point in life where things are going well financially, and you want to explore how to evaluate the overall impact of your success and protect what you’ve built.

3.

Ready to Slowdown

You're ready to enjoy what you’ve built and desire to explore the best ways to spend and enjoy your wealth.

Three Phases of Wealth Management

1.

Getting Started

You're beginning your career and want to establish a sound financial foundation and have a map to make the right decisions.

2.

In Full Stride

Reaching a point in life where things are going well financially and you want to explore how to evaluate the overall impact of your success as well as protect what you’ve built.

3.

Ready to Slowdown

You're ready to enjoy what you’ve built and desire to explore the best ways to spend and enjoy your wealth.

Case Studies

  • Case Study 1

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  • Case Study 3

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Highly recommend working with Dick Simpson. His firm, Simpson Wealth Partners, introduces an approach that organizes and manages your financial investments, insurance, and planning in a structured framework. As a process driven person, I really appreciate the planning model and the visibility it provides.   While the process is extremely important, the commitment to building a relationship is more important.You won’t meet or work with a finer person.
CRAIG NORTH -
Dick Simpson has been a terrific resource for Amy and I. He’s a real problem solver and has helped me to navigate some issues related to financial planning, insurance, etc.  With his help I started a 529 Plan for our kids, changed insurance (and added more coverage for the same amount) and explored other options to secure my retirement.   I know you have other options, but I wanted you to be aware that as a financial consultant, he works with clients to educate, organize and maximize their money and time.  
SCOT DAVIS -