Richard Siminou, MBA
Financial Advisor for Business Owners, Entrepreneurs & Pre-Retirees in New York
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Financial Advisor for Business Owners, Entrepreneurs & Pre-Retirees in New York
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Richard Siminou, MBA
I founded Siminou Wealth Management to serve a specific kind of client: business owners, entrepreneurs, high-income professionals, and people approaching retirement who need a financial advisor they can actually rely on — not just a portfolio manager who sends quarterly statements.My process begins by understanding you as a person, not a portfolio. Your current situation, your goals, and the legacy you want to leave for the people who matter most to you. I've known many of my clients for decades. When life changes — and it always does — I'm there.
Effective financial planning requires both creativity and rigor. The creativity to see your situation broadly and think long-term. The rigor to measure, evaluate, and adjust as markets shift and life evolves. From business succession planning to retirement income strategies, from life insurance to estate planning, I work across the full picture of a client's financial life.
On a personal note, I consider myself fiscally prudent — my wife has used a stronger term! Knowing the value of a dollar has helped me throughout my life. I earned my MBA in Finance from Baruch College's Zicklin School of Business without taking on debt, and I opened 529 plans for each of my three kids before they were a week old. I hold Series 7, 63, and 65 licenses along with a Life and Annuity Insurance license.
I believe transparency is the foundation of any trusted advisory relationship. I have published a complete, first-person explanation of all disclosures on my Form U4, along with important context regarding inaccurate third-party content that appears online. You can read it at siminouwm.com/disclosures.
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 advisory firm based in Kings Point, NY serving business owners, entrepreneurs, high-income professionals, and pre-retirees throughout the greater New York area and across the United States. We specialize in wealth management, retirement planning, life insurance, estate planning coordination, and business owner financial planning. My decades of investment experience across multiple market cycles makes a real difference in clients' portfolios and in their lives. Contact me at (516) 647-7146 or rich@siminouwm.com.Who does Siminou Wealth Management work with?
I primarily work with business owners, entrepreneurs, high-income professionals, and individuals approaching retirement in the New York area.
What services does Siminou Wealth Management offer?
Wealth management, retirement planning, life insurance, estate planning coordination, and business owner financial planning including succession planning and key person insurance.
Where is Siminou Wealth Management located?
Kings Point, NY — serving clients throughout the greater New York area and nationwide.
How do I get started?
Click "Book Intro Call" or contact me at (516) 647-7146. There's no cost to connect.
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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
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.