Richard Siminou — Financial Advisor for Business Owners & Entrepreneurs in New York
Founder of Siminou Wealth Management | Serving New York clients for decades | Wealth management, retirement planning, life insurance & estate planning
Richard Siminou - Financial Advisor in New York
I founded Siminou Wealth Management to serve a specific kind of client: business owners, entrepreneurs, high-income professionals, and people approaching retirement who need a financial advisor they can actually rely on — not just a portfolio manager who sends quarterly statements. My clients are builders. They've worked hard to create something — a business, a career, a family legacy — and they need a financial partner who understands the complexity that comes with that. My process begins by understanding them as people, not numbers. Their current situation, their goals, and the legacy they want to leave for future generations. I know my clients — many of them for decades — and they know me.
When life changes occur, and they always do, I’m there for them and we go forward together.
Effective financial planning requires both creativity and rigor. The creativity to see your situation broadly and think long-term — across markets, life stages, and goals that evolve over time. The rigor to measure, evaluate, and adjust as conditions change, sometimes quickly. This is the approach I've taken with my clients since the beginning. From business succession planning to retirement income strategies, from life insurance to estate planning, I work across the full picture of a client's financial life.
On a personal note, I consider myself to be fiscally prudent. Full disclosure, my wife laughed and used a stronger term than "fiscally prudent" the first time she read this! But knowing the value of a dollar has helped me throughout my life — I got my MBA in Finance from Baruch College's Zicklin School of Business without taking on any debt. I earned my BS from New York University. And I opened 529 college savings plans for each of my three kids before they were a week old. Fiscal prudence isn't just something I talk about — it's how I live, and it's what I bring to every client relationship. I hold Series 7, 63, and 65 licenses, along with a Life and Annuity Insurance license.
Fiscal prudence
has benefitted me and continues to benefit my clients. For many of them — business owners, pre-retirees, and high-income professionals — preservation of capital is a top priority. Fully appreciating tolerance for risk is the starting point, but it's critical to have experience across market cycles. "Low risk" today means something very different than "low risk" just before the mortgage crisis. My decades of investment experience, and the foresight that comes from it, makes a real difference in my clients' portfolios and in their lives.
Siminou Wealth Management is led by Richard Siminou, a financial advisor based in New York serving business owners, entrepreneurs, high-income professionals, and pre-retirees. If you are looking for a financial advisor in New York who specializes in wealth management, retirement planning, life insurance, and estate planning, we'd love to connect. Contact us to schedule a complimentary introductory conversation.
Richard Siminou
Financial Advisor
Series 7, 63, 65 and Life and Annuity Insurance License
BS New York University
MBA Baruch College, Zicklin School of Business
“Someone’s sitting in the shade today because someone planted a tree a long time ago."
— Warren Buffett
Frequently Asked Questions
Who does Siminou Wealth Management work with?
We primarily work with business owners, entrepreneurs, high-income professionals, and individuals approaching retirement in the New York area.
What services does Siminou Wealth Management offer?
We offer wealth management, retirement planning, life insurance, estate planning coordination, and business owner financial planning including succession planning and key person insurance.
Where is Siminou Wealth Management located?
Our office is located at 2 Grenwolde Dr., Kings Point, NY 11024. We serve clients throughout the greater New York area.
How do I get started with a financial advisor at Siminou Wealth Management?
Contact us at (516) 647-7146 or [email protected] to schedule a complimentary introductory conversation. There is no cost to connect.
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(516) 647-7146
2 Grenwolde Dr.
Kings Point, NY 11024
Life & Annuity, Financial Advisor
Siminou Wealth Management © 2025