Broker Check

About Us

Simonson Wealth Management provides financial advice and investment services for our clients. We are a three-person team with over 50 years of combined experience in financial services. We help clients establish their goals and needs and then structure a plan to help them achieve these goals. We structure, manage, and monitor their financial investments and help them make good long term decisions. We also work with our client’s other professionals to make sure they have a viable estate plan and their decisions are tax efficient.

We provide knowledge and stability when our clients lives change. This includes the death of a spouse, birth of a child or grandchild and important events such as retirement, college or even moving to assisted living.

We typically work with clients for many years and often continue the relationship with their children or grandchildren.

Our Guiding Principles

  1. Trust and Integrity- The foundation of our business is built on our clients’ trust. Your well-being and success drive every decision we make.                                                                                                       
  2. Knowledge and Expertise- We take the time to truly understand your needs and objectives, becoming experts in your unique situation. Our team has over 50 years of combined experience in managing client wealth. We use our knowledge and experience to deliver expert financial advice to our clients.                                                                                                                                                          
  3. Communication and Transparency – Successful relationships are built on meaningful communication.  We speak with clients regularly. We schedule in-person, phone or web-based appointments so they are convenient for you.  We provide you with detailed reports regarding your portfolio prior to these calls.  We deliver consistent, meaningful, ongoing advice regardless of market conditions.                                                                                    
  4. Stability and Consistency- We have been together as a team for over 28 years. We now work with many of the children and grandchildren of our original clients. Our clients take comfort in knowing that we will be there to take care of them, their spouse, and their children.

These are the principles that we have operated on since the beginning. We have found that by sticking with these principles, our clients have the tools necessary to succeed.

  • Our team is dedicated to providing you the resources that you need to have financial security and empowering you to achieve your goals.                                                                                                   
  • We create relationships with our clients built on trust, integrity, stability, and expertise. Working with you we are able to develop customized investment strategies to accommodate your needs and keep you happy and comfortable along your financial journey.

Simonson Wealth Management

John Simonson

Senior Vice President of Investments


I am a Senior Vice President of Investments with First Financial Equity Corporation in Tucson, Arizona. I have been a licensed financial advisor for nearly 30 years starting with Merrill Lynch in 1990. I have a degree in Economics...

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Teddy Simonson

Financial Advisor


I am a financial advisor at Simonson Wealth Management, and have worked in the financial services industry for three years...

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Alta Boan

Senior Register Assistant


I am a Senior Registered Assistant working with Simonson Wealth Management.  I have been in the financial services industry for over 33 years and have worked with John Simonson for 26 years...

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