23
Growth Score
pts
Heat Score
-5 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Simplified Wealth Management provides financial planning, retirement planning, and investment management with custom portfolios.
About the Company
Simplified Wealth Management provides financial planning and investment management for individuals and families. Services include retirement income planning, goal-based plans, portfolio construction, and ongoing monitoring and rebalancing. Advisors utilize resources from The Financial Services Network’s Portfolio Consulting Team to help design
custom portfolios aligned with each client’s risk tolerance and time horizon. Additional support covers education funding strategies, insurance reviews, and tax-aware saving and withdrawal approaches, in coordination with outside professionals when requested. Engagement follows a discovery, plan design, implementation, and periodic review process to keep strategies aligned with changing circumstances.
