Simple Wealth is a financial advisory firm that democratizes high-level wealth strategies traditionally reserved for ultra-high-net-worth individuals. Their mission is to provide entrepreneurs, investors, and business owners—especially those generating $2M to $50M in annual revenue—with access to elite financial planning, investment, and real estate strategies.
Built on values of integrity, family, and diligence, Simple Wealth partners with top financial institutions like Fidelity, Goldman Sachs, and Morningstar to deliver sophisticated solutions tailored to long-term wealth building. Their approach is holistic and personal, focused on protecting and growing wealth across generations.
Simple Wealth reveals the insider strategies used by high-net-worth individuals to build, protect, and grow their wealth. Written by financial advisor Dan Beech, this book translates complex investment and tax techniques—like credit collars, structured notes, and opportunity zones—into actionable insights for entrepreneurs, investors, and business owners. Backed by real client case studies and decades of experience, it’s a powerful guide for anyone ready to take control of their financial future.
