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SimpleCITI | Jobs By Workable

8 open jobs

SimpleWEALTH is a private wealth advisory firm based in Garden City, NY that provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth clients, including investment management, tax-aware planning, estate and succession coordination, and private market access. Operating as a fee-only fiduciary and SEC-registered investment adviser, the firm is affiliated with an established real estate and specialty finance platform that provides access to private market opportunities and operational infrastructure.