Simone Devenny

I believe the most effective planning begins with listening and developing a deep understanding of each client’s priorities, values, and the complexities surrounding their financial life. From there, I take a multidisciplinary approach that integrates investment strategy, tax planning, legacy planning, risk management, and, when appropriate, philanthropic planning.

Drawing on my experience as both an attorney and wealth strategist, I focus on helping clients see how all the moving pieces fit together, rather than approaching decisions in isolation. I work closely with clients and their broader advisory teams, including CPAs and estate planning attorneys, to ensure strategies are coordinated, aligned, and thoughtfully executed.

Throughout the process, my clients can expect a highly personalized and collaborative experience. Many of the individuals and families I work with have sophisticated needs, including concentrated stock positions, business interests, multi-generational planning goals, and tax-sensitive investment considerations. My role is to bring clarity and structure to that complexity by simplifying sophisticated concepts into actionable guidance while keeping each client’s priorities at the center of every recommendation.

I am proactive and detail-oriented in my approach, with a emphasis on ensuring my clients feel informed, supported, and confident in the decisions they make. Just as importantly, I believe clients should understand not only what we’re recommending, but why.

I’m driven by the opportunity to help clients solve meaningful, often complex challenges that can have a lasting impact on their families and future generations. While I enjoy the intellectual side of developing sophisticated planning strategies, the most rewarding part of my work is building long-term relationships and helping clients feel more organized and in control of their financial lives.

I’m also deeply committed to a more integrated approach to planning by bringing together investment, tax, and legacy strategies in a way that is both cohesive and practical. Every client situation is unique, and that complexity is what makes the work both challenging and fulfilling.