Why Us?

We strive to achieve the optimal alignment between your wealth, values, and goals.

Our Philosophy

At Consilium, we provide every client with a customized financial plan and investment portfolio, as we strongly believe it is integral that your financial plan be aligned with your investment strategy in order to achieve financial independence.

Learn More

Investment Management

We are disciplined and thorough in our approach as we strive to provide our clients with consistent risk-adjusted returns.

Learn More

Financial Planning

We work closely with each client to design and implement a tailored retirement, tax, and estate planning strategy.

Learn More

Affiliate Company, servicing client portfolios exceeding $1,000,000 in liquid investable assets.

Learn More About Simplex


We’ve got the resources to keep you informed.