Simplicity Group has acquired MAIA Wealth, a Denver-based independent registered investment advisor, expanding its wealth management presence in the Rocky Mountain region.
As part of the transaction, key members of MAIA Wealth will transition to operate under the Simplicity Wealth Advisors: Denver banner. The acquisition strengthens Simplicity’s ability to provide wealth planning, investment management, retirement solutions, and protection strategies to clients in the region.
MAIA Wealth provides personalized wealth management services that combine research-driven investment management with financial, tax, estate, and risk planning. The firm serves individuals and families seeking a comprehensive approach to building and protecting wealth.
Through the combination, advisors joining Simplicity Wealth Advisors: Denver will gain access to Simplicity’s national platform, including wealth management technology, marketing resources, business succession planning capabilities, and an expanded range of investment and insurance solutions.
Simplicity said the additional infrastructure is designed to help the Denver team serve high-net-worth individuals, families, and business owners while maintaining the personalized relationships established through MAIA Wealth.
The transaction also supports Simplicity’s broader strategy of expanding its wealth management platform by combining locally established advisory teams with the resources, technology, and operating capabilities of a larger national organization.
KEY QUOTES:
“We are thrilled to welcome the talented professionals from MAIA Wealth to the Simplicity family. Their dedication to client-first advisory services and deep roots in the Denver community align perfectly with our mission. By integrating their regional expertise with Simplicity’s vast national resources, institutional infrastructure, and technology, we are positioning Simplicity Wealth Advisors: Denver for exceptional growth and success.”
Bruce Donaldson, Partner And CEO Of Simplicity
“Joining forces with Simplicity represents an exciting new chapter for our firm and our clients. As Simplicity Wealth Advisors: Denver, our team gains the scale, resources, and operational backing of a leading national firm while maintaining the personalized, high-touch relationships our clients rely on.”
Scott Marek
“Partnering with Simplicity enables us to significantly enhance our operational infrastructure and client resources. We are excited about the new tools and broader investment offerings this collaboration brings to our team and, most importantly, to the families we serve.”
Chandler Te Velde
“This transition to Simplicity allows us to elevate our service offering and deliver even greater value to our clients. Gaining access to a broader suite of wealth management tools and protection strategies ensures we can meet our clients’ evolving financial needs at every stage of their lives.”
Desmond Dimond
