Announcing our move to RBC Wealth Management

Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

Learn more

We invite you to explore our website to learn more about what sets RBC Wealth Management apart and why we've put our trust in RBC Wealth Management as our new business home.

Contact

Simon Wealth Management Group

973-867-4612
michael.h.simon@rbc.com

Meet the team

Simon Wealth Management Group photo
Image of Michael Simon

Michael H. Simon, CFP®, MBA

Senior Vice President - Financial Advisor
Image of David Semaya

David Semaya, CPA*, MBA

Financial Advisor
Image of Kristen Lupo

Kristen Lupo

Sales Assistant 2

Latest Insights

Graduate with diploma hugging parents

College funding: It’s a family affair

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

Read more