Financial Advisory Services for Business Owners, Entrepreneurs & Pre-Retirees in New York

Tax Mitigation

For business owners and high-income professionals, smart tax strategy is one of the most impactful things a financial advisor can do. I work with specialists to implement:

  • Tax Mitigation Strategies

  • Tax Review

  • Real Estate Tax Strategies

  • Proprietary Tax Strategies

Wealth Management

At Siminou Wealth Management, every investment strategy starts with your goals — not a template. I provide New York clients with:

  • Customized Investment Policy Statements

  • Individualized Portfolios

  • Implementation and Monitoring

  • Endowment Model Strategy

  • Fiduciary Advice

🌍 Insurance and Risk Management

Protecting what you've built is just as important as growing it. I work with specialists to design insurance and risk management solutions including:

  • Life Insurance Strategies
  • Premium Finance
  • Estate and Insurance Planning, Review, and Implementation

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About        Services       Resources

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Tango Advisor Marketing to provide information on a topic that may be of interest. Tango Advisor Marketing is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Charles Schwab Custodian.

Securities offered through Kingswood Capital Partners, LLC Member FINRA/SIPC. Advisory Services through Kingswood Wealth Advisors, LLC.

Office of Supervisory Jurisdiction. Kingswood Capital Partners. 11440 W. Bernardo Ct., Ste 300 San Diego, CA 92127.

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CONTACT US

(516) 647-7146

2 Grenwolde Dr.

Kings Point, NY 11024

Life & Annuity, Financial Advisor

Siminou Wealth Management © 2025