Simpson Philosophy



















Our Mission is to see our clients through life's personal and financial struggles utilizing objectivity, judgment, instinct and compassion.

We understand that effective communication is critical to the success of any relationship and we attempt to keep our clients well informed of the progress of their matters at all times.  
We are devoted to providing sound fiscal advice in an efficient, responsive manner. Our company consistently strives to conduct business at the highest level, relying on the cornerstones of our firm- ethics, excellence and commitment to the needs of our clients.
Our Financial Standards For A Global Economy raises the bar in the financial services industry.  We look forward to providing you with direction in this ever-changing global economy that meets the increasingly complex fiscal challenges and opportunities.





The ability to distinguish our firm through refined service and advice.
 Prompt and accurate planning and implementation.
Strive to be ahead of the field in advanced portfolio management
and financial product recommendations. 
 Genuine investment advice delivered without pretense or hypocrisy.
 Trendsetter in building long-term client relationships through
community involvement and professional achievement.
 Engaging in ethical business practices, following
through and delivering on our promises.
 Following a set of codes governing actions and procedures.
 Strive to rely on sensitivity and skill when negotiating
confidential personal financial transactions.
 Raising the bar in the financial services industry
and moving beyond the expected.


Securities and investment advice offered through OSAIC WEALTH, INC.  Member of FINRA/SIPC and a registered investment advisor. Insurance offered through Wornel Simpson which is not affiliated with OSAIC WEALTH, INC. or registered as a broker-dealer or investment advisor.