#USA #Simplicity Group #Summit, NJ #Aptus Wealth #Josh Pick

Simplicity Group Broadens Its Horizons with Aptus Wealth Acquisition

In a notable strategic pivot, Simplicity Group Holdings, a premier name in financial products distribution, has officially announced its acquisition of Aptus Wealth. This acquisition marks a significant milestone not just for Simplicity, but also for the financial services sector at large. Aptus Wealth, which has been operating as a registered investment advisor, will now be integrated into the Simplicity family under the new branding, Simplicity Wealth Advisors.

The acquisition, celebrated on August 21, 2025, heralds a new chapter for both organizations. Aptus Wealth, founded and led by Josh Pick, has carved out a niche for itself by providing tailored financial planning and wealth management solutions uniquely designed around each client’s financial aspirations. With this integration, Simplicity aims to leverage its extensive resources and innovative wealth management platform to enhance the service offerings available to existing and future clients.

Strengthening Client Relationships through Partnership

Bruce Donaldson, Partner and CEO of Simplicity, expressed enthusiasm over the merger, highlighting the potential for growth and innovation that Josh and his team will bring. Donaldson stated, "We are thrilled to welcome Josh to the partnership, and we look forward to helping him and his team expand their capabilities and better serve their clients with a more comprehensive suite of investment and protection products."

Josh Pick echoed this sentiment by emphasizing his excitement about joining the Simplicity family, asserting that the partnership will significantly bolster Aptus Wealth's ability to deliver exceptional financial services to its clients. The alignment of resources and technology will foster greater collaboration and ultimately enhance client success, positioning Aptus Wealth for a prosperous future within the Simplicity ecosystem.

What This Means for Clients

For clients of Aptus Wealth, this transition promises a plethora of advantages, including access to Simplicity's proprietary materials and thorough wealth management tools. The comprehensive nature of Simplicity’s investment platform offers personalized solutions and innovative products that are aimed at addressing the diverse financial needs of a modern clientele. As Simplicity Wealth Advisors, the former Aptus Wealth team is well-equipped to assist clients in navigating complex financial landscapes with tailored advisory services.

About Simplicity Group

As a rapidly growing entity in the financial services industry, Simplicity Group is known for its commitment to holistic financial planning that prioritizes the best interests of its clients. They specialize in wealth accumulation and financial protection, with a vision centered around education, value, and partnership. This acquisition aligns with Simplicity's mission to empower clients and advisors alike, providing an unparalleled suite of tools designed for growth and wealth preservation.

With this acquisition of Aptus Wealth, Simplicity further solidifies its position as a leading player in the financial services industry, continually demonstrating its commitment to meeting the evolving needs of advisors, financial institutions, and consumers. The future certainly looks bright as this partnership unfolds, fostering new opportunities for excellence in client service and financial solutions.

For further inquiries or press-related questions, contact Denielle Webb or Alex Timeus at Simplicity Group. You can visit their respective websites for more detailed information and updates.

Contact Information:

• - Denielle Webb

Simplicity Group
P: 347-204-7181
E: [email protected]

• - Alex Timeus

Simplicity Group
P: 201-987-7176
E: [email protected]

This acquisition not only reflects Simplicity's growth strategy but also reinforces its commitment to providing clients with the best wealth strategies and financial protections available in today's ever-evolving market.