Our Story & Philosophy
Since 1996, The Simmons Group has successfully helped clients shape their financial future. Drawing from decades of experience, we've developed a disciplined approach to wealth management that stands apart through clear direction and personal care. Our independence, strengthened by private ownership, allows us to focus exclusively on advancing our clients' interests.
From our Seattle headquarters, we serve a select group of individuals, families, and foundations across the nation. We combine strategic oversight with individual attention, understanding that significant wealth requires both sophisticated planning and a personal touch.
Our clients value this distinctive perspective as they entrust us with strengthening their financial legacy and creating meaningful impact in their lives.
From our Seattle headquarters, we serve a select group of individuals, families, and foundations across the nation. We combine strategic oversight with individual attention, understanding that significant wealth requires both sophisticated planning and a personal touch.
Our clients value this distinctive perspective as they entrust us with strengthening their financial legacy and creating meaningful impact in their lives.
Wealth Philosophy
We believe wealth is more than a collection of assets—it's the foundation for creating lasting impact and meaningful legacies. Our philosophy is built on understanding the subtle complexities of wealth and the artful balance required to preserve it.
Through thoughtful stewardship, we help our clients:
Our approach combines strategic thinking with attentive guidance, recognizing that everyone’s journey is unique. We focus on the careful preservation of wealth while nurturing the relationships and causes that give it meaning.
Most importantly, we understand that true wealth lies in the opportunities it creates—for personal fulfillment, for meaningful impact, and for enduring legacy.
Through thoughtful stewardship, we help our clients:
- Navigate life's pivotal transitions with clarity and confidence
- Build and preserve wealth through steady, strategic oversight
- Create legacies that reflect personal values and vision
- Make thoughtful decisions about wealth's purpose and impact
- Guide financial education with chosen successors and beneficiaries
Our approach combines strategic thinking with attentive guidance, recognizing that everyone’s journey is unique. We focus on the careful preservation of wealth while nurturing the relationships and causes that give it meaning.
Most importantly, we understand that true wealth lies in the opportunities it creates—for personal fulfillment, for meaningful impact, and for enduring legacy.
Awards and Recognition
2024 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Best-In-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.