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Investment Management

A customized solution for clients seeking professional management of their investments including investment analysis, investment selection, risk management, account monitoring, and consolidated performance reporting.

Wealth Management

Wealth Management Designed for affluent households or those with multiple planning needs, our wealth management platform is a customized professional service that integrates client education, advice, and solutions into a comprehensive plan developed by a single wealth management team.

Financial Planning

A process oriented service that helps clients evaluate their current financial situation, identifies opportunities, makes recommendations, sets goals, and tracks attainment.

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Our Team

Bio picture of James J. Simone

James J. Simone, CFP®, CPA

Managing Partner

Bio picture of James A. Zajac

Richard A. Zajac, CFP®, CPA

Managing Partner

Bio picture of Daniel R. Zajac

Daniel R. Zajac, CFP®, EA, CLU®, AIF®


Bio picture of Banjamin R. Zajac

Daniel R. Zajac, CFP®

Senior Advisor

About Us

Founded in 1993, Simone Zajac Wealth management is an independent financial planning firm offering customized investment management and wealth management solutions for individuals, families, and business owners.

We serve a broad range of clients, including retirees and pre-retirees, business owners, corporate executives, and successful gen-x and millennial savers.

Our professional team is staffed with CPA’s, CLU®’s, and CERTIFIED FINANCIAL PLANNER™ professionals. As a group, we have over 50 years of client-facing industry experience, helping to ensure that you get knowledgeable guidance on your financial decisions.

Our goal is to satisfy your unique financial needs. We dedicate ourselves to listening and identifying the subtle nuance of every client communication and work hard to develop a customized financial solution.