Will Simpson CIM

Will knew that if he could realize his full potential as an advisor, he could help his clients realize their full potential and live their best financial life. He built his business client by client, portfolio by portfolio, family by family – never buying a book of business, but earning every relationship on a foundation of trust and results.

Always striving to be the best meant being creative and innovative in terms of how he invested, planned and worked with his clients. He became one of the fastest-growing advisors at a Big Bank firm, earning firm and industry awards and consistently ranking in the top 5% of all advisors. Although grateful for the experience, he started to ask, what’s next for my clients and for myself?

Around that same time, Will and his wife Keeley were growing their family, having four children between 2017 and 2022. It changed his perspective in the direction of family and a longer-term view, begging the question: What is best for our family and our clients? Will saw a choice: fall into the trap of being comfortable, or continue to grow.

Says Will: “This is a transformational experience and I want what’s best for everyone. I believe that operating as an independent fiduciary gives us the platform and opportunity to deliver that.”

Will is adamant that in the independent model he and his team are able to deliver better portfolios, a better wealth planning and family office experience, and better leadership of, and communication with, clients.

After more than 15 years in the business, Will is confident that Aretec Wealth is the right path forward for himself, his family, his team, and most importantly, his clients.

“As an advisor, I have continued to grow and evolve, and I want my clients to do the same. That’s what this move and change is all about. I understand it’s not for everyone. It is for people who don’t want a ‘good enough’ experience with their money, but an experience that’s the best it can possibly be.”