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Meet Kleinburg Private Wealth

Since we believe that knowledge is the foundation for sound decision-making, it is our goal to continuously enhance our competency through education and experience. Sergio Simone brings over 30 years of industry experience to his client relationships, and takes a strategic approach to understanding client needs. We have a commitment to ensuring financial success, and we accomplish this with honesty and integrity at the core of all our work. We strive for excellence in client service and our competency by placing the needs of our clients' before all else.

We are committed to seeking out opportunities for tax-efficient growth and maintain capital preservation as the basis for all wealth management solutions. Our strengths involve the creation of highly personalized financial solutions utilizing an array of investment options to optimize financials on an after-tax basis.

One of the pillars of our firm is establishing quality relationships with each and every one of our clients. By maintaining this small boutique-like atmosphere, we are devoted to providing our clients with access to any assistance they may need at all times. We thrive on the fact that strategic investment plans for clients are a dynamic and ongoing process, and we are able to offer the utmost flexibility and service to each of our clients. Our approach sets us ahead of typical mainstream financial advice and our clients receive the dedication their financial needs deserve.

Ryan Simone, CFP, CLU, CHS

Financial Planner

Kristina de Souza, CFP, RIS, CFDS

Financial Planner