Bill Simmermon

Bill Simmermon

Wealth Advisor

Bill holds a certificate in Retirement Planning from the Wharton School, University of Pennsylvania and holds the series 7, 66, & LAH licenses with LPL Financial.  At Blue Sky Wealth Management, our clients rely on us to guide them through the life cycle of wealth accumulation through the distribution phase of retirement.  Saving and accumulating shifts to distributing in the most tax efficient manner to maintain your lifestyle while managing longevity risk, tax considerations, and estate planning.  The stakes are definitely higher and more complicated.  We love partnering with clients to navigate these complex issues by providing a plan and hope for a greater level of financial security.

Bill applies his financial planning and analysis skills to affluent clientele consisting primarily of business owners, professionals, and near-retirees.  He has built a reputation for helping his clients grow, preserve, and transition family wealth.  Bill loves partnering with clients to navigate these unfamiliar waters.