Simplicity Group Holdings (“Simplicity”), a leading financial products distribution firm, today announced the acquisition of Aptus Wealth, a business incubated and launched out of Aptus Marketing (a BGA now operating as Simplicity Columbus). Aptus Wealth, which is also located in the heart of Ohio, is a Registered Investment Advisor led by Josh Pick, who will become a Simplicity partner with this transaction.
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Moving forward, Aptus Wealth will operate as Simplicity Wealth Advisors and will utilize Simplicity's comprehensive Wealth platform and proprietary materials.
“Simplicity is excited to welcome Josh to the partnership and help him and his team continue to grow and serve their clients with an unrivalled suite of investment and protection solutions,” said Bruce Donaldson, Partner and CEO of Simplicity. “Under the Simplicity Wealth Advisors brand and with access to Simplicity's integrated investment platform, Josh will be well poised to support even more clients with holistic financial solutions.”
“Aptus Wealth is thrilled to be part of the Simplicity partnership, further enhancing our capabilities and commitment to providing exceptional financial services,” said Josh Pick. “We are excited to integrate into the Simplicity platform, fostering even greater collaboration and client success.”
About Aptus Wealth Led by Josh Pick, Aptus Wealth is a financial planning and wealth management company, providing clients with personalized service to address their specific financial situation and goals. For more information, please visit https://www.aptuswealth.com/
About Simplicity Group Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one of the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed throughaffiliation,outsourcing, orjoining the partnership. In an ever-changing environment, Simplicity's commitment to working in our clients' best interest is unwavering and has always been anchored to our commitment toEducation,Value, andPartnership.For more information, please visit:www.simplicitygroup.comand follow the Company onLinkedIn.
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SOURCE SIMPLICITY FINANCIAL MARKETING
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