Richard Siminou, MBA
Secure your legacy for generations.
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Serving Clients Nationwide
Secure your legacy for generations.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Richard Siminou, MBA
Hi, I'm Richard Siminou. As the principal and founder of Siminou Wealth Management, I have always viewed impactful financial planning and investing as sitting at the intersection of people, art and science.First and most importantly, my process for helping clients begins by understanding them as people, not numbers. Their current situation, their goals, and the legacy they want to leave for future generations. I know my clients – many of them for decades – and they know me. When life changes occur, and they always do, I am there for them and we go forward together.
Effective financial planning needs the artistic creativity to see the world broadly and sometimes differently. But it also needs scientific rigor to evaluate, measure and adjust as needs, market opportunities—and risks—change, sometimes quickly. This is the approach I have taken with my clients since the beginning.
Fiscal prudence has benefitted me and continues to benefit my clients. For many of them, preservation of capital is a top priority. Fully appreciating tolerance for risk is the starting point, but it’s critical to have experience across market cycles. “Low risk” today means something very different than “low risk” just before the mortgage crisis. My decades of investment experience, and the foresight that comes from it, makes a real difference in my clients’ portfolios and in their lives.
I hold a Master's degree in Finance, and Series 7, 63, and 65 licenses as well as the Life & Annuity Insurance license.
Professional Designations
- Master of Business Administration (MBA)
Primary Location
Long Island, NY
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Siminou Wealth Management
Siminou Wealth Management is a financial services firm based in Kings Point, NY that specializes in comprehensive financial planning, real estate planning, and tax mitigation strategies. As a fee-based financial advisor, I serve pre-retirees and retirees throughout New York and across the United States. My decades of investment experience, and the resulting foresight, make a real difference in my clients’ portfolios as well as in their lives.Understanding my clients as people, not numbers, I thrive off building relationships as I help them grow and preserve their wealth, always putting them first. When life changes occur—and they always do—I’m there for them, moving forward together toward success.
To learn more about how Siminou Wealth Management puts people first to drive better outcomes for clients, please contact me at (516) 647-7146 or rich@siminouwm.com
Education
New York University, Bachelor of Arts - BA, Psychology | Zicklin School of Business, Master's degree, Finance, General
Hobbies and Interests
- Baseball
- Beach
- Eating Out
- Exercising
- Family
- Football
- Golf
- Movies
- Music
- Shopping
- Sports
- Tequila
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- Divorce
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Jewish
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Single Women
- Startup Employees
- Technology Professionals
- Veterans
- Widow
- Women Professionals
- Women’s Finance
- Young Families
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FAQs
FAQ Disclosures
Charles Schwab Custodian. Securities offered through Kingswood Capital Partners, LLC Member FINRA/SIPC. Advisory Services through Kingswood Wealth Advisors, LLC. Office of Supervisory Jurisdiction. Kingswood Capital Partners. 11440 W. Bernardo Ct., Ste 300 San Diego, CA 92127.