Simplicity Group, a financial planning and advisory platform focused on integrating wealth accumulation and protection strategies, announced the acquisition of ATS Wealth Management, an investment management firm with offices in San Diego and Palo Alto.
As part of the transaction, Sandeep Varma, Nisha Varma, and Phylip Simmons will join Simplicity as partners, further strengthening the firm’s advisory capabilities and expanding its national footprint.
Founded more than three decades ago, ATS Wealth Management has built its practice around advanced estate planning, helping families create, preserve, and transfer wealth across generations. The firm operates as a hybrid wealth management platform, offering investment management, retirement planning, and estate planning services through a family-first approach.
The acquisition builds on an existing relationship between the two firms, which have partnered for more than 15 years. By joining Simplicity, ATS gains access to broader institutional resources, technology, and a comprehensive advisory platform designed to enhance client service and long-term planning outcomes.
Simplicity continues to pursue a growth strategy centered on acquiring and partnering with advisory firms that align with its holistic planning philosophy. The addition of ATS Wealth Management reinforces the firm’s focus on multigenerational wealth planning and deepens its capabilities in estate strategy and client engagement.
Headquartered in Summit, New Jersey, Simplicity provides advisors, financial institutions, and consumers with integrated tools and solutions to grow and protect wealth through a unified financial planning approach.
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“We have partnered with ATS for more than 15 years and we are thrilled to welcome Sandeep Varma and the ATS team to the Simplicity partnership. ATS shares our commitment to act in the best interests of clients, and we are confident that this collaboration, pairing their experience with our comprehensive platform, will drive significant value for all ATS’ clients.”
Bruce Donaldson, Partner and CEO, Simplicity Group
“We are honored to join Simplicity and gain access to the institutional resources that will allow us to serve our clients even more deeply for generations to come. For over 30 years, ATS has been grounded in advanced estate planning with a singular focus, helping families build legacies that extend well beyond their lifetimes. By engaging multiple generations in the planning process, ATS takes a family-first approach to wealth planning, bringing the entire family into the discussion around financial and estate strategies. Our emphasis on education, personalized strategies, and enduring relationships aligns seamlessly with Simplicity’s vision, and we are excited to continue guiding families for generations to come.”
Sandeep Varma, Partner, ATS Wealth Management
