ANNOUNCEMENT: Simple Wealth is now Flattery Wealth Management

I am pleased to announce that Simple Wealth has officially been renamed to Flattery Wealth Management.

This change has been in the works for a few years. It reflects my goal of building a wealth management practice that's meant to endure, as I grow my family wealth along with our clients.

Rest assured, the name has changed but everything else remains the same:

Client advisory relationship continues unchanged
All services and account features remain identical
Our custodial partnerships, including Altruist, remain in place
Our friend Brendan Gargano has deftly retained the acorn in the new logo design

No action on behalf of our clients. The new name will simply begin appearing on communications and documents moving forward.

If you have any questions about this change, please don't hesitate to reach out.

Thanks,

Author

Andrew Flattery, CFP®

Andrew Flattery is a CERTIFIED FINANCIAL PLANNER™ and Principal of Flattery Wealth Management. He serves affluent families in Kansas City and nationwide. Flattery is the host of Gentleman Speculator, a podcast on legacy, investing, and the life well-lived. When he’s not helping individuals build wealth, you can catch him playing rec sports, writing children's books, and spending time with his wife and four children.