Simplexus Wealth Management

Simplexus Wealth Management is a registered investment advisor founded in 2025 and based in Saint Charles, Missouri, led by principal owner and chief compliance officer John Zata. Simplexus Wealth Management provides comprehensive financial planning and ongoing portfolio management services to individual clients and high net worth individuals. The firm utilizes a monthly membership model for financial planning, which includes regular planning meetings covering retirement, savings and debt management, investment management, tax-savings strategies, and education planning, along with 24/7 access to budgeting and financial tracking platforms like Monarch Money and RightCapital. Portfolio management services are offered on a discretionary basis for accounts held at recommended custodians and on a non-discretionary basis for held-away accounts, though these portfolio management services are only available in tandem with the financial planning membership. Simplexus Wealth Management employs a variety of analysis methods including fundamental, technical, cyclical, and economic reviews, and utilizes long-term purchases, short-term purchases, and strategic asset allocation strategies.