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Tax Planning

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Why are Restricted Stock Units (RSUs) so tricky when it comes to taxes?

Read more Why are Restricted Stock Units (RSUs) so tricky when it comes to taxes?Continue

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I Didn’t Sell- Why do I have Mutual Fund Capital Gains?

Read more I Didn’t Sell- Why do I have Mutual Fund Capital Gains?Continue

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Do you have stock compensation? Here’s what you need to know about the updated IRS Form W-4.

Read more Do you have stock compensation? Here’s what you need to know about the updated IRS Form W-4.Continue

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Simplicity Wealth Management, LLC
2400 Old Brick Rd Suite C35, Glen Allen, VA 23060
[email protected] I 804-286-4910

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The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Simplicity Wealth Management LLC (referred to as “SWM”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. SWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall SWM be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials in this site, even if SWM or an SWM authorized representative has been advised of the possibility of such damages. In no event shall Simplicity Wealth Management have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Simplicity Wealth Management is a registered investment adviser in the States of Virginia, California, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of SWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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  • About
    • Our team
    • Contact
  • Services
  • Blog
      • Stock Compensation
      • Tax Planning
      • Employee Benefits
      • Financial Planning
      Featured
      Youtube Vlog
Book a Simplicity Session