SIMPLIFY WEALTH

Focused on You, Making Things Happen, to Simplify Your Wealth

Angela Alvig, CPA

612-203-2718

SERVICE OFFERINGS

Simplify Wealth offers a suite of services to match your financial objectives

FAMILY CFO

Simplify Wealth's Family CFO service helps families manage the complexities of wealth. We collaborate with our clients' professional advisors and work with all members of the family, helping to engage and educate the next generation and increase the likelihood of successful legacy planning. As a partner to the entire family, we will ensure that financial objectives will be achieved, even if the unexpected occurs.

  • * Financial Transition Consulting
  • * Family Education & Legacy Planning
  • * Development of Tax & Estate Planning Strategies
  • * Private Investment Coordination
  • * Coordination of Professional Advisors
  • * Development of Financial Processes

FINANCIAL COORDINATION

Simplify Wealth provides Financial Coordination services to help clients manage their wealth complexity. We proactively manage the details, so our clients have more time for the things they enjoy in life. We work together with clients and their advisors to create functional systems to keep financial information organized and efficient.

  • * Bill Payment and Personal Accounting
  • * Tax Document Organization and Tax Return Coordination
  • * Private Foundation Administration
  • * Charitable Gift Coordination and Grant Management
  • * Real Estate Management and Accounting
  • * Household Payroll Management
  • * Transaction Management
  • * Budgeting and Expense Tracking
  • * State Residency Documentation Tracking
  • * Trust Administration and Accounting
  • * Estate and Probate Execution

CONCIERGE / PERSONAL ASSISTANT SERVICES

Simplify Wealth provides Concierge / Personal Assistant services to help clients manage their day to day life. We work one-on-one with our clients to understand their needs and assist with a wide variety of personal and household projects, saving them time and money.

  • * Household Management
  • * Vendor Management
  • * Calendar Management
  • * Travel Coordination
  • * Event Planning
  • * Home Organization
  • * Mail and Paperwork Organization
  • * Creation of Functional Filing Systems
  • * Personal Shopping and Errands

ABOUT SIMPLIFY WEALTH

Simplify Wealth provides a unique service that addresses a missing component in coordinating and simplifying wealth.

Cinque Terre

Angela Alvig

FOUNDER

Angela is a passionate, results-oriented financial professional with a unique combination of technical expertise, interpersonal skills, and a proactive, "make things happen" approach. Angela has over 17 years experience working in public accounting, private industry, and in a multi-family office. She has the experience and expertise required to properly assess wealth planning strategies, taking the time to understand goals, pain points, and family dynamics. Angela works with clients as their Family or Personal CFO, providing focused, independent, "family office" services. She is not her clients' accountant, tax preparer, attorney, financial planner, nor investment broker. Rather, she is the glue that streamlines, focuses and facilitates the work of clients' professional advisors, by cultivating meaningful partnerships with them. Angela is dedicated to making the complex wealth management process a simple, painless and successful experience for her clients.

Cinque Terre

Katie Danielson

CLIENT MANAGER

Katie has a passion and talent for evaluating and understanding client needs, and ensuring that the details are effectively managed to completion by the entire Simplify Wealth team. Katie has over 11 years of experience working in public accounting, with a focus on helping families of wealth with their income tax, estate, gift and charitable matters. Katie is the backbone of the Financial Coordination services that Simplify Wealth provides, working both behind the scenes and one-on-one with clients. Katie has the energy, drive, and client service focus necessary to proactively manage the execution and ongoing maintenance of clients' wealth strategies. She ensures that the members of the Simplify Wealth team are focusing on their areas of expertise and operating at the highest and best use for clients. Katie has a strong attention to detail and prides herself on developing trusted relationships with clients and helping them simplify their life.

Cinque Terre

Robyn Larson

PROJECT MANAGER

Robyn has a passion for organization and planning, and provides peace of mind to her clients that things are taken care of. Robyn has over 10 years experience working in the event planning industry, where she had a proven track record of planning and executing events to completion, with a high-touch level of service that consistently exceeded client expectations. Robyn specializes in handling our Concierge / Personal Assistant services. She works one-on-one with clients to understand their needs, wants, and goals, developing a plan for implementation, and then executing on professional and personal projects, saving clients' time and money. Robyn applies the same high level of attention to detail and results that clients would, if they were managing the projects themselves. Robyn removes the stress from everyday tasks on an ongoing basis, or during busy times on a project basis, giving clients more time for the things they enjoy in life.

FOCUS

Family Office

Simplify Wealth provides focused, independent, "family office" services. When you engage Simplify Wealth, expect to gain the benefits of an independent dedicated advisor, focused on your personal situation.

PASSION

Results-Oriented

We are passionate, results-oriented financial professionals with a unique combination of technical expertise, interpersonal skills, and a proactive, "make things happen" approach.

EXPERIENCE

Partnerships

We develop tax and estate planning strategies for our clients, and successfully implement those strategies by cultivating meaningful partnerships with our clients' professional advisors.

Efficiency

Coordinates

Simplify Wealth takes on the role of Family or Personal CFO. We are not your accountant, tax preparer, attorney, financial planner, nor investment broker. Rather, we are the glue that streamlines, focuses and facilitates the work of professional advisors.

How We Work with Advisors

We partner with our clients' professional advisors. We do not compete with, nor replace, any advisors' services. We help streamline the flow of information from clients to their professional advisors, allowing advisors to spend more time focusing on their areas of technical expertise and less time chasing down information from clients. Simplify Wealth's services complement the professional advisors that our clients are already working with, or we can assist in the selection of advisors they need. By working closely with advisors, we ensure that recommended strategies align with client goals. We then proactively manage the execution of those strategies. Our collaborative approach has been proven to not only save income and estate taxes, but also produce efficiencies in implementation, better results and lower professional advisor fees.

HOW WE WORK WITH CLIENTS

We take a personal interest in working as a trusted advisor, helping to simplify wealth matters. We take time to understand goals, pain points, and family dynamics. We have the experience and expertise required to properly assess wealth planning strategies currently in place, and confirm effectiveness or recommend improvements. We have the energy, drive, organizational skills, and client service focus necessary to manage the execution and ongoing maintenance of these strategies, removing the burden from you.
We provide our Simplify Wealth services to only a small number of clients, to ensure the hands-on, focused attention that complex wealth requires. We are dedicated to making the complex wealth management process a simple, painless, and successful experience for you.

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PERSONAL

We take a personal interest in working with you, as your trusted advisor, helping you simplify your wealth matters. We will take the time to understand your goals, pain points, and family dynamics.

motion

goals

We have the expertise to clarify your goals, assess what you have today, help you understand it, and then bring the best solutions to the table.

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proactive

We have the energy, drive, organizational skills, and client service focus to implement your wealth strategies. We then proactively manage these strategies, removing the burden from you.

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Painless

We provide our Simplify Wealth services to only a small number of clients, to ensure that you receive the hands-on, focused attention that your complex wealth requires. We are dedicated to making your wealth management experience simple, painless, and successful.

How Simplify Wealth Can Help You

Regardless of the service you require, Simplify Wealth will help you achieve the following

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Gain a clear picture of what you have and the legacy you wish to leave

Clarity
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Develop comfort with financial decision making, enabling you to spend less time gathering information and more time making important decisions

Comfort
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Receive guidance from a knowledgeable, independent resource

Neutrality
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Enjoy the benefit of coordinated and proactive efforts from professional advisors

Coordination
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Gain the benefit of well-planned and facilitated family and advisor meetings, ensuring focus and efficiency

Focused Meetings
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Gain the peace of mind that comes from knowing that your family is taken care of

Peace of Mind
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Free yourself from the burden of financial paperwork. Gain more time for the things you love.

Independent
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Spend less time managing personal financial matters and more time enjoying life

Redirect your focus
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Successfully navigate the family wealth transfer process, ensuring that strategic ideas become reality

Wealth transitions
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GET IN TOUCH

Have Questions?
612-203-2718