Mitch Simkins

Background

About Mitch Simkins

As a Principal Wealth Advisor, I specialize in helping widows and their families navigate the complex financial landscape that follows the loss of a loved one. With nearly two decades of experience—including serving as Head of Office at Goldman Sachs Personal Financial Management—I bring both expertise and empathy to every client relationship. Losing a spouse is one of life’s most difficult transitions. The financial decisions that follow can feel daunting, confusing, and deeply personal. My mission is to provide widows with a steady hand, clear guidance, and a compassionate ear. Together, we’ll organize your financial life, rebuild your income plan, and chart a path forward that honors your values and goals. My approach is rooted in clarity, simplicity, and peace of mind. I take the time to listen and understand what matters most to you, then create tailored strategies for retirement, legacy planning, income, and investment management. As a fiduciary, your interests always come first. While my focus is on supporting widows, I also serve individuals and families seeking comprehensive wealth management—whether you’re planning for retirement, optimizing your estate, or building a legacy. My goal is to reduce financial stress and help you live with purpose and confidence, no matter your stage of life. If you or someone you care about is facing a major life transition, please connect. Let’s create a financial plan that reflects where you are and where you want to go. Outside of work, I value family, faith, and giving back to my community. True financial success, to me, is about living with clarity and purpose.