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We are a fee-based boutique financial and risks management advisory firm, based in Texas since 2012.
We specialize in designing scalable plans and solutions that are client-focused and directed.
We offer culturally-centered solutions for highly skilled African migrants – executives, professionals, and business owners (with their families) – based in the United States or living abroad as expats or officials.
We offer innovative, comprehensive and tax-smart approach to financial planning and wealth management through our Private Wealth Hubs and Business Wealth Hub.
Our hubs cover insurance, cash flow management, investing, education funding, workplace benefits, retirement programs, taxation, special needs, multigenerational / blended family wealth, estate management, wealth transfer and preservation.
Our tenured, licensed, and certified Financial Experts offer over 28 years of industry experience and diverse expertise, designed to protect, prosper, and preserve generational wealth in our community.
Our dedicated team and broad network are proud to create unïque +possibilities for the generation of new wealth and legacy builders.
Comprehensive, tax-smart financial plans and solutions customized to your goals, covering cash flow, debt, education, insurance, investments, retirement, taxation, estate and wealth transfer strategies.
Customized strategies for all stages of your business, including broker of record services, financial advisory, valuation services, risks management, and succession planning.
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All information collected and documentation prepared are strictly confidential and will not be disclosed to any person or company outside SIMEMA, LLC unless required by law, or you specifically authorize us to share this information.
Contents presented on our website are for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or strategy. Investing involves risk, including the loss of principal.
SIMEMA Wealth Advisors
13100 Wortham Center Drive, Ste 300, Houston, Texas 77065, United States