We care about our clients

Many of our clients have trusted us for over 30 years and it is imperative to us that they, as well as their family and friends, are well taken care of.

We work with families across multiple generations as well as their friends, colleagues, and business partners. We are grateful for the trust of our clients and we work hard everyday to continually earn that trust.

Hear what they have to say

"Personal, Professional, and Prosperous. 

Marita and the Simbul-Lezon Team embody this philosophy and have provided our family with exceptional service for the past 20+ years. Their skill, style, service, and ability to navigate the sophisticated and complex world markets are second to none. 

You work hard for your money. The Simbul-Lezon team works even harder to preserve and enhance your capital and enrich your family life. We have referred many family members and friends to Marita simply because there is no greater compliment." - Jim M. 

Who we help

We service a diverse group of clients who require professional assistance managing their wealth. Our clients include:
  • Executives and professionals looking to free their time to focus on personal and career goals
  • Successful business owners and self-employed professionals who need help managing personal and business assets
  • Pre-retirees who want to make the most of their savings as they approach retirement
  • Retirees requiring innovating strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Organizations requiring assistance managing investment assets according to specific guidelines

Compare the relationship

Contact us today if you think you would benefit from our uniquely personal approach. 

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