Simplified Wealth Management, LLC

Michael Graft is a financial advisor with Simplified Wealth Management, LLC, holding a Series 65 designation and bringing eight years of industry experience. His prior roles include positions at Significant Wealth Partners Inc. and Kingsview Asset Management. Outside of advising, he manages construction projects through MJG Construction, LLC and serves as a managing broker at The Heritage Realty Group, Inc. Simplified Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs multiple analysis methods and a variety of investment strategies, including options and derivatives, and serves a small client base without requiring a minimum account size.

Maria Graft is a financial advisor at Simplified Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked in both investment-related and construction marketing roles. Outside of her advisory work, she serves as marketing manager for MJG Construction, LLC and is involved as an insurance agent with Our Family Office, LLC. Simplified Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm uses multiple methods of analysis and a variety of trading strategies, including options and derivatives, and offers quarterly portfolio reviews with services tailored to client preferences.

Leslie Herr is a financial advisor at Simplified Wealth Management, LLC with 17 years of industry experience and holds the Series 66 designation. Prior to joining Simplified Wealth Management, Herr worked at JP Morgan Securities and Auburn Group, LLC. Outside of advisory work, Herr manages administrative roles at Signal Hill Partners, LLC and MJG Construction, LLC. Simplified Wealth Management provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs a variety of analytical methods and strategies, including derivatives and option-writing, and reviews client accounts quarterly to address allocation, rebalancing, and tax-loss harvesting.