Richard Siminou Financial Advisor | Founder, Siminou Wealth Management | New York

Richard Siminou is the founder and principal financial advisor of Siminou Wealth Management, a fee-based financial advisory firm headquartered in Kings Point, New York. With decades of experience in financial services, Mr. Siminou specializes in comprehensive wealth management for business owners, entrepreneurs, high-income professionals, and individuals approaching retirement across the greater New York area and nationwide.

About Richard Siminou

Richard Siminou founded Siminou Wealth Management with a clear mission: to provide the kind of personalized, relationship-driven financial guidance that clients can genuinely rely on — not just a portfolio manager who sends quarterly statements, but a trusted advisor who is present through every stage of a client's financial life.

Mr. Siminou earned his Master of Business Administration in Finance from Baruch College's Zicklin School of Business. He holds Series 7, 63, and 65 licenses, along with a Life and Annuity Insurance license, and maintains registrations in multiple states. His academic background and broad licensing allow him to serve clients across a wide range of financial planning needs, from investment management to insurance strategy to estate planning coordination.

Investment Philosophy

Richard Siminou's advisory approach is grounded in the belief that effective financial planning requires both creativity and rigor. The creativity to see a client's situation broadly and think long-term. The rigor to measure, evaluate, and adjust as markets shift and life evolves.

Mr. Siminou is known for his disciplined approach to portfolio management and his emphasis on understanding each client as a person before building a strategy. His planning process begins with a thorough understanding of a client's current situation, long-term goals, family dynamics, and the legacy they want to leave behind.

Areas of Focus

Richard Siminou and Siminou Wealth Management work with clients across the following areas:

— Wealth Management and Investment Management — Retirement Planning and Income Strategies — Business Succession Planning — Life Insurance and Risk Management — Estate Planning Coordination — Tax-Efficient Investment Strategies — 401(k) Rollovers and IRA Planning — Financial Planning for Business Owners and Entrepreneurs

Who Richard Siminou Works With

Siminou Wealth Management's client base centers on business owners and entrepreneurs navigating the complexities of personal and business financial planning, high-income professionals in the New York area who require sophisticated planning strategies, individuals and families approaching retirement who need a clear income and distribution plan, and executives and pre-retirees managing concentrated positions, stock options, or deferred compensation.

Transparency and Professional Background

Richard Siminou is committed to full transparency with prospective clients and professional contacts. A complete, first-person explanation of all disclosures on his Form U4, along with important context regarding inaccurate third-party content that appears online, is available at siminouwm.com/disclosures.

Contact and Professional Profiles

Richard Siminou and Siminou Wealth Management are based in Kings Point, New York and serve clients nationwide. To learn more or schedule an introductory conversation, visit siminouwm.com or contact the firm directly at (516) 647-7146 or [email protected].

Professional profiles and additional resources:

LinkedIn: linkedin.com/in/rsiminou

Wealthtender: wealthtender.com/financial-advisors/richard-siminou-mba

Firm website: siminouwm.com

Disclosures: siminouwm.com/disclosures