Simplicity Group

Simplicity Wealth is an SEC-registered investment adviser offering financial planning and investment management for individuals and families. Planning begins with a review of your current finances, goals and existing accounts, then considers six factors: longevity, liquidity, inflation, market risk, mortality and taxes. A Value at Risk analysis produces a score for how much investment loss you can tolerate, which the firm uses to check whether a portfolio fits your comfort level.

The firm evaluates more than 150 asset managers and 1,000 strategies for risk management, diversification and consistent performance, and it reviews client plans on an ongoing basis. You can start by filling out an online form, and the firm holds workshops and webinars on financial topics. Current clients are also invited to refer friends and family. The office is in Summit, New Jersey.