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Who We Serve


At Simonson Wealth Management, we specialize in working with retirees, pre-retirees and their families to help them establish a stable, lasting income stream. Retirees have unique needs and resources that can raise many questions.

  • How do I maintain my lifestyle now that my income is no longer there?
  • How do I navigate the taxes coming from my investments?
  • How will my family be taken care of if something were to happen to me?
  • How do I know where to invest?

We are here to answer your questions and be your partner. We give you comprehensive analysis of the markets, a clearer understanding of your financial situation, and a customized plan to help reach your goals. We work with our clients for multiple generations and provide consistency and stability for your family. 

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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