| Over the years, Simkowitz and his team have assisted thousands of high net worth clients with their financial needs. Yet, clients rarely describe Simkowitz as a financial services specialist.
He is a friend. He is a confidante. He is a life and business strategist.
Unlike many in the financial industry who arrive for appointments with a sales script and clear list of objectives, Simkowitz arrives with a blank sheet of paper and a willingness to follow the conversation wherever it may lead. Whenever possible, Simkowitz shares what he knows, offering valuable advice that clients can immediately put to use. Clients leave every interaction knowing they have gained knowledge and that their time was well-invested.
Most importantly, Simkowitz and his team want clients to know that they care about their well-being. This creates a remarkable feeling which helps build trusting relationships.
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